Sales of individual life insurance policies were considerably higher in Q4 and in 2016, overall, in advance of the new, more restrictive tax rules that…
Westerns’ brokerage network will continue to offer customers a broad range of products from a wide range of insurers
VirtualWealth gives 150 financial services institutions partnered with Qtrade the ability to offer clients an automated digital wealth-management platform
A panel of judges will review submitted plans to determine which advisor created the greatest value for the client
Duane Green replaces Don Reed, who recently retired from Franklin Templeton
Corporate reporting transparency in Canada is currently voluntary and inconsistent and Ottawa has not mandated reporting, or provided consistent guidelines
The app allows clients to access their policies, make a claim, get a quote and find an advisor
William Anderson will replace James Sutfcliffe following the company’s annual general meeting in May
Changing investors’ behaviour is challenging, particularly as many still regard personal finance as a topic that’s off limits, new Merrill Lynch study finds
The decision to sell the wireless and extranet infrastructure services business is part of TMX Group’s ongoing strategic initiative to streamline its organizational structure
The value advisors provide to plan members will increase as advisors continue to embrace more flexible ways of communicating their advice, new GWL report finds
The worksites, which are called Blockchain Nodes, are being opened in Frankfurt and Singapore, with plans for a third location in New York
Most older Canadians are not considering adjusting their lifestyle for a longer retirement, but many wonder whether they will have enough money for this phase…
The bank is increasingly incorporating impact investing preferences into its wealth planning tools and portfolio construction processes
The members represent financial industry groups, advocacy groups and regulators
The TSX’s operator reports profit of $196.4 million for 2016
There are various measures the government could take to collect unpaid taxes, which range from $8.9 billion to $47.8 billion
The biggest obstacles to implementing blockchain are the willingness to do so, followed by regulation, confidentiality and a lack of standardization
The Inclusion fund has raised $3.5 million from 21 financial services firms for Quebec organizations that work with young people to build environments free of…
The newly renamed firm follows the completion of the business’s acquisition from Dundee Corp. by an employee-owned partnership
“Modest” return reflects the largest quarterly decline in North American fixed-income markets since the fund manager was created
Don MacFayden has taken over the role of executive vice president and CFO following the resignation of Brad Kotush, whose resignation came into effect on…
The statement comes in the wake of a U.S. district court decision striking down an industry-led legal challenge against the DOL’s fiduciary rule
A new EY report suggests the city has many advantages to appeal to fintechs, including competitive government programs and tax incentives to support innovation
Jean Raby will take over as CEO of Natixis Global Asset Management while David Giunta assumes an expanded role in the U.S. and Canada