TMX Group joins Chamber of Digital Commerce
By joining the Chamber, TMX Group is aiming to position Canada as a global leader in the adoption of blockchain-based technology
- By: James Langton
- February 2, 2017 February 2, 2017
- 14:20
Latest news in Industry News
Insurance industry technology lab opens up in Toronto
Cookhouse Lab seeks to enable the insurance industry to work together to facilitate innovation instead of individual companies striving to develop new concepts internally
- By: Megan Harman
- February 1, 2017 February 1, 2017
- 16:30
SoFi acquires Zenbanx
SoFi intends to leverage Zenbanx’s platform and underlying technology to expand its suite of online personal finance offerings
- By: James Langton
- February 1, 2017 February 1, 2017
- 16:25
NYSE completes acquisition of NSX
The NSX is being renamed NYSE National Inc. after the closing of the deal
- By: James Langton
- February 1, 2017 February 1, 2017
- 16:15
IFIC introduces advisor centre portal
Advisor centre offers resources related to key topics including mutual fund fees, serving vulnerable investors, hot regulatory topics and tools and tips related to CRM2
- By: Tessie Sanci
- February 1, 2017 February 1, 2017
- 15:40
CIBC tops annual Canadian online banking functionality benchmark
The bank has claimed the top spot for three years in a row thanks to its “financial health check” feature, “net worth tracker” and savings…
- By: Tessie Sanci
- February 1, 2017 February 1, 2017
- 13:45
New tool aims to help measure effectiveness of financial literacy programs
The “financial literacy outcome evaluation tool” consists of evidence-based financial literacy outcomes and indicators against which organizations can compare their programs
- By: Tessie Sanci
- February 1, 2017 February 1, 2017
- 11:30
Group calls for end of dual-class share structures
The Investor Stewardship Group unveils initiative focused on U.S. institutional investor stewardship and corporate governance
- By: James Langton
- February 1, 2017 February 1, 2017
- 10:00
Wealthsimple launches to U.S. clients
The U.S. launch marks the Toronto-based robo-advisor’s first expansion outside of Canada
- By: Fiona Collie
- January 31, 2017 December 5, 2019
- 17:10
Raymond James’ U.S. parent introduces internal robo-advisor
Connected Advisor, will use similar technology to robo-advisors to automate tasks that will help advisors manage their businesses more efficiently
- By: Fiona Collie
- January 31, 2017 January 31, 2017
- 12:00
Manulife reaches $69-million securities settlement
The two class action lawsuits alleged that Manulife misrepresented the adequacy of its risk-management practices and failed to meet its disclosure obligations
- By: Megan Harman
- January 31, 2017 December 5, 2019
- 11:45
Wealthy Canadians woefully unprepared for generational wealth transfer
A new RBC survey finds that those receiving wealth from inheritance — and those passing it on — could use some additional guidance about the…
- By: Tessie Sanci
- January 31, 2017 November 14, 2025
- 07:00
VersaBank, PWC Capital merger receives regulatory approval
The deal, which has already received shareholder approval, will close on Tuesday
- By: James Langton
- January 30, 2017 December 5, 2019
- 10:35
Canadian in U.S. jailed for four years over money-laundering scheme
Brokerage in Costa Rica used to help launder US$1 million in proceeds from a “pump and dump” penny stock fraud
- By: Colin Perkel
- January 27, 2017 January 27, 2017
- 14:15
Remind clients they’re in it for the long haul
Fear and impatience lead advisors and their clients to make rash decisions, resulting in returns based more on luck and not the economic value of…
- By: Tessie Sanci
- January 27, 2017 February 9, 2018
- 12:50
Scotiabank opens digital factory in Toronto
The factory will employ digital, design, engineering and agile specialists that will look for ways to improve mobile and digital banking transactions with new fintech…
- By: Tessie Sanci
- January 27, 2017 December 5, 2019
- 10:45
New Diagram VC fund focused on building up Canada’s fintech sector
Portag3 Ventures LP, another VC fund, is one of the backers in the project and Paul Desmarais III of Power Financial serves as both VC…
- By: Fiona Collie
- January 25, 2017 December 5, 2019
- 14:45
Four Canadian banks recognized for gender equality
BMO, CIBC, RBC and TD were among the 52 firms included in Bloomberg’s annual financial services gender-equality index
- By: IE Staff
- January 25, 2017 December 5, 2019
- 14:30
Sentinel acquires ASF Advisory Group
The Saskatoon-based firm’s second purchase of an MGA this month is the latest step in the company’s aggressive pursuit of growth, which began in September…
- By: Megan Harman
- January 25, 2017 January 25, 2017
- 12:30
New Financial Horizons and Pinnacle alliance to benefit advisors at both firms
The agreement helps Financial Horizons brokers gain access to more financial offerings while Pinnacle advisors will benefit from running their insurance business under one brand
- By: Megan Harman
- January 25, 2017 December 5, 2019
- 11:50
33seven introduces digital vault for HNW clients
The cloud-based platform, which can be accessed by clients, family members and their most trusted advisors, provides secure access to important financial planning documents
- By: Tessie Sanci
- January 25, 2017 December 5, 2019
- 11:30
Scotiabank joins RBC in sponsoring new AI-focused program
NextAI, which will launch in February, brings together Canadian and international talent to develop innovations in AI
- By: IE Staff
- January 25, 2017 December 5, 2019
- 11:20
Canadians need help understanding benefits of financial plans, CIBC poll finds
There’s much confusion about what a financial plan is and such confusion may leave Canadians ill-prepared to deal with future financial needs
- By: Tessie Sanci
- January 24, 2017 December 5, 2019
- 16:50
Wealthsimple seeks relief from mandatory client calls
Robo-advisor’s cost-saving proposal is subject to OSC approval
- By: Rudy Luukko
- January 24, 2017 January 24, 2017
- 14:15
New Desjardins transatlantic partnership to focus on needs of HNW clients
Desjardins Transatlantique – Private Wealth Management caters to clients in Canada and France who conduct professional or personal business abroad
- By: Tessie Sanci
- January 24, 2017 December 5, 2019
- 14:00