The recommendations amount to a sweeping reform of the way vulnerable people are assisted in areas ranging from finances to health care
Advisors have a role to play in warning clients about the documentation they’ll need to take advantage of key tax benefits available to those buying…
The Scotiabank Cybersecurity and Risk Analytics Initiative will finance a series of programs, from internships and speaker events to hackathons
The bank’s shares dropped more than 5% on Friday after allegations that employees broke the law to meet sales targets
The tax agency says the services were taken offline as a precaution and its website was not hacked
The bank’s shares tumbled on Friday, as investors are concerned the fallout could be similar to what happened at Wells Fargo last year
New technology such as AI is likely to be a positive for advisors and their firms because of the potential to make the business more…
The firm joins 75 of the world’s largest financial services institutions in the group, which is aiming to make the global financial system more efficient
The next challenge will be developing common standards to allow collaboration and innovation to flourish
The fund, which aims to fill the gap between angel investors and the public markets, will start at $500 million and could be increased to…
The majority of HNW clients believe the “core value” of advice lies in developing a personalized, goals-driven financial plan, not in investment management
The tool builds on the Hearsay Messages platform, which archives advisors’ digital communications with clients, to satisfy regulators’ requirements
The banks also saw strong performance from the capital markets divisions while their capital positions have also improved
The transaction would be similar to the takeover of Central GoldTrust in 2016 that had support from more than 96% of votes cast
The nomination period for the awards, which honour the achievements of female leaders in their efforts to mentor and inspire the next generation, ends May…
The firm argues that lack of access to complete market data means that retail investors are trading on inferior information
Although the majority of Canadians say they have insurance of some type, it doesn’t extend to cover a sudden illness, disability or accident, a new…
The U.S. bank’s special meeting for shareholders to vote on the acquisition is now expected to be held on or about May 4
Advisors who are part of the platform can now invest client assets in Forstrong’s seven actively managed investment strategies
The deal will create Britain’s largest asset manager and the merged firm expects to cut costs by about 200 million pounds
These fledgling firms are using technology to communicate with, and educate clients about, the importance of remaining invested, even when the market takes an eventual…
The firm, which has 200 credit union and 1,500 advisor partners, has seen its AUA grow by 246% since 2009 to $30.2 billion from $8.75…
More robo-advisors want regulatory approval to sell without contacting clients
Chief risk officers in Canada and the U.S. are the most confident that their firms’ risk-management programs are effective, Deloitte survey finds
The Canadian Startup Awards has named Michael Katchen entrepreneur of the year