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
The firm is aiming to fit Merrill Edge Guided Investing between its traditional full-service advisors and its discount brokerage
Martin Thibodeau, Richard Legault, Robert Frances, Louis Allard, Francis Sabourin and Gilles Garon were also honoured at FI’s annual gala event in Montreal
With VirtualSage, individuals can talk with a financial planner or retirement consultant through a virtual chat portal
The change will save the insurer money and attract more clients by making the application process faster
The government will stick to its election promise to set the age of retirement eligibility at 65
Canadian banking customers are not being properly serviced through non-branch interactions
The recipients of the 2017 WCM Executive Coaching Award have a minimum of 10 years of experience and are looking to further develop their executive…
DB pension plans recorded an overall annual return of 6.8% in 2016, up from 5.4% in 2015, thanks to Canadian energy, materials and financial services…
Toronto-based financial services institutions that will participate in the first slate of projects have been identified and will be announced as the projects are launched
Clients will initially sign up with CTI ePortfolio by filling in an online questionnaire then meet with a rep in person to confirm the answers…
Firms will continue to take steps to comply with the regulation until Congress or the DOL take more definitive action, new Moody’s report suggests
The government is hoping to attract 1.5 times its investment in the new, clean technology fund from other private sector investors
The federal tax agency notes that the data are encrypted and the risk that the taxpayers’ information would be compromised is thought to be very…
The investors are suing 16 directors claiming negligence, breach of fiduciary and statutory duties, and that the directors’ actions were oppressive
New Brunswick-based MGA Estate Financial has more than 200 brokers who serve clients in five provinces
Investment manager is not able to collect bonuses after dismissal because contract stated he must be “actively employed” with the firm for a four-year period
A maximum of four living and four posthumous candidates will be inducted into the Hall of Fame at a gala event in October
Although a full retraction of the Dodd-Frank reforms are not expected, certain provisions of the rule may face substantial revision
The focus should be on designing a principles-based regulation regime that sets high safety standards without disrupting the technology’s development
By joining the Chamber, TMX Group is aiming to position Canada as a global leader in the adoption of blockchain-based technology
Cookhouse Lab seeks to enable the insurance industry to work together to facilitate innovation instead of individual companies striving to develop new concepts internally
SoFi intends to leverage Zenbanx’s platform and underlying technology to expand its suite of online personal finance offerings
The NSX is being renamed NYSE National Inc. after the closing of the deal