RBC to launch hybrid advisor platform
MyAdvisor combines new online advice platform with real-time access to the bank’s financial advisors
- By: IE Staff
- March 29, 2017 January 15, 2018
- 07:10
Latest news in Industry News
Wealthsimple takes another stab at RESPs with launch of new platform
The firm has created its own RESP account-opening process through Canadian ShareOwner after stopping support of the product soon after launching in 2014
- By: Fiona Collie
- March 29, 2017 March 29, 2017
- 05:30
Toronto rises to top 10 in list of global financial centres
Montreal and Vancouver have also risen in the rankings while Calgary has taken a big step back because of volatility in the energy sector
- By: James Langton
- March 28, 2017 March 28, 2017
- 13:15
Canadian institutional investors rank asset managers
Baillie Gifford, Phillips, Hager & North and PIMCO distinguished themselves by building strong relationships, Greenwich says
- By: James Langton
- March 28, 2017 March 28, 2017
- 10:40
Richter Family Office expands to Toronto
New branch led by Greg Moore aims to better serve ultra-high net-worth families
- By: Beatrice Paez
- March 28, 2017 March 28, 2017
- 10:00
SHARE successfully pushes for disclosure of corporate political activity
Shareholders have an interest in knowing how their companies invest in influencing public policy
- By: James Langton
- March 28, 2017 March 28, 2017
- 09:45
Sun Life announces executive changes
Kevin Strain, Claude Accum and Colm Freyne shifting to new roles
- By: Beatrice Paez
- March 28, 2017 March 28, 2017
- 09:20
Home Capital fires CEO Martin Reid
The announcement comes as the mortgage lending firm finds itself confronting declining stock value and earnings as well as scrutiny from Ontario’s securities regulator
- By: The Canadian Press
- March 28, 2017 March 28, 2017
- 05:30
Financial services firms failing on diversity
New research finds that although 76% of firms are actively trying to attract women, only 25% have been able to recruit more experienced women
- By: James Langton
- March 27, 2017 March 27, 2017
- 13:30
StatsCan study ties education to retirement savings behaviour
Those with a higher level of education are estimated to have higher savings rates in tax-preferred retirement accounts such as RRSPs
- By: James Langton
- March 27, 2017 March 27, 2017
- 10:45
IMCA develops “matrix” to help advisors cater to HNW clients’ needs
The new framework defines the credentials deemed critical for advising wealthy clients
- By: Beatrice Paez
- March 24, 2017 March 24, 2017
- 15:30
Canadians unprepared for retirement, unexpected events, survey finds
Just 22% of those who are financially unwell say they retain an advisor, meaning there’s an advice gap that needs to be filled, new Manulife…
- By: Beatrice Paez
- March 24, 2017 January 29, 2018
- 14:50
Two execs named to new roles as part of GWL reorganization
Mike Cunneen, Dave Kent have new positions within GWL’s, Canada Life’s and London Life’s new Advisory Network
- By: IE Staff
- March 24, 2017 March 24, 2017
- 13:15
Canaccord Genuity Wealth Mangement grows in U.K.
The firm as entered into an agreement with C. Hoare & Co. to acquire its investment dealing and custody business
- By: James Langton
- March 24, 2017 March 24, 2017
- 11:15
Hearsay fine-tunes platform to catch and alert risky communications
The social media monitoring tool now uses machine learning to sift through advisor communications with clients to flag — and potentially delete — activities that…
- By: Beatrice Paez
- March 23, 2017 March 23, 2017
- 15:00
Millennials are remarkably loyal to banks, survey finds
More than three-quarters of millennials prefer to house all their financial products at one bank because they trust these institutions blindly
- By: Beatrice Paez
- March 23, 2017 March 23, 2017
- 11:30
Say-on-pay hasn’t halted the rise in CEO compensation: report
The findings suggest that the labor market for CEO pay remains robust
- By: James Langton
- March 21, 2017 March 21, 2017
- 10:30
Scotia iTRADE introduces sustainable investing tools for direct investors
The new tools enable investors to have a closer look at companies’ corporate practices and identify ESG leaders and laggards in an industry
- By: IE Staff
- March 20, 2017 January 29, 2018
- 10:00
OBSI reports increase in complaints for 2016
Although complaint volumes increased year-over-year, overall trends remained consistent
- By: Beatrice Paez
- March 16, 2017 March 16, 2017
- 12:10
CPPIB, partners acquire US$1.6 billion worth of student housing in U.S.
The pension fund manager is making the investment through its joint venture with a Singapore-based fund manager and a Chicago-based property company
- By: The Canadian Press
- March 16, 2017 March 16, 2017
- 09:15
Credential to partner with Nest Wealth
Credential’s partner firms and their advisors will gain access to Nest Wealth Pro’s white label robo-advisor platform as a result of the agreement
- By: Fiona Collie
- March 16, 2017 March 16, 2017
- 06:00
CRTC case offers guidance to advisors on CASL compliance
Although it may be difficult to decide if an email falls within the definition of spam, the decision includes a description of the emails that…
- By: Patricia Chisholm
- March 15, 2017 December 5, 2019
- 11:45
FCAC to review banks’ business practices
The April review will focus on recent allegations related to financial institutions’ sale of products and services to clients
- By: Beatrice Paez
- March 15, 2017 December 5, 2019
- 10:30
Government acted “within hours” of website security breach, say officials
The Canada Revenue Agency took several of its web-based services offline as a precaution Friday after a problem was detected in computer servers used by…
- By: Terry Pedwell
- March 13, 2017 March 13, 2017
- 16:30
TD Bank allegations raise “serious concerns,” says banking ombudsman
OBSI urging consumers who have encountered issues with aggressive sales tactics to file a complaint with their financial institution
- By: Alexandra Posadzki
- March 13, 2017 March 13, 2017
- 16:10