The trend is being driven by wealthier clients, who believe that traditional human advisors don’t provide “sufficient value,” new Accenture report finds
The digital documents will be available first to clients who apply for insurance using the Fast & Full electronic life insurance application, then expanded this…
The firm’s advisors will now have the option to refer clients to third-party portfolio managers with whom the firm has long had relationships or to…
White, the bank’s current COO, will replace outgoing CEO Bill Downe, who’s retiring, at the end of the current fiscal year
There are big challenges related to doing this, but it ensures applications are processed quicker and could also help advisors identify sales opportunities
Exchanges are running sustainability events, making their own commitments to sustainability and offering more ESG products
Incumbents see potential for a “symbiotic relationship” with fintech firms as 82% of executives intend on partnering with these startups in the next few years
The hostile beneficiaries, who had claimed the executor had not met his duties, were ordered to pay more than $17,000 to cover the executor’s costs…
SumOfUs is calling on the bank’s shareholders to support a bid for greater transparency surrounding the bank’s lobbying efforts
U.S. bank Wells Fargo publicly apologized and paid large penalties after it came to light that its employees had opened millions of unauthorized accounts and…
The group is asking the CSA in an open letter to step up its oversight and ensure bank-based advisors are meeting their regulatory obligations
Much of the worry around free trade stems from the fact that technological progress is changing the economy and, in some cases, eliminating jobs, Porter…
Priorities for 2017 will include enhancing cybersecurity action plans and finalizing recovery plans
A new report expresses concern that real return estimates may be unrealistic, and making younger workers pay higher contributions should thus be avoided
With the introduction of the new chapter on Friday, the advocacy group will be represented in Canada’s Big Four cities for the financial services sector
Pablo Fuchs, senior editor with Investment Executive and Fiona Collie, staff writer, discuss survey participants’ thoughts about the CSA’s proposal to introduce a best interest…
Advisors will now be able to share compliance-approved articles available in AdvisorStream’s library with their LinkedIn connections
A new study from the CFA Institute suggests the industry is at an inflection point in which advisors fostering trust among clients will be key…
Pablo Fuchs, senior editor with Investment Executive and Fiona Collie, staff writer, discuss survey participants’ favourable views of the regulators and other key findings in…
Although only 14% of the deals that took place last year involved an insurer or its venture arm, this is a significant increase from 3%…
CEO Bharat Masrani says he has been speaking with TD employees across the country
The news follows an announcement last week in which two executives were named to key roles as part of a structural reorganization
The Vector Institute in Toronto brings together various parties in the private and public sectors to advance AI research in Canada
The deal is now valued at US$4.9 billion, a 20% increase in value compared from the initial offer delivered in June 2016
Fintech firms that apply will be screened based on a variety of criteria and those selected will receive select fixed-income and equity market data