Many in the insurance industry feel unprepared for the challenges the business is facing related to increasing regulatory demands and perpetually low interest rates, among…
The firm born out of the Aston Hill and Front Street Capital merger wants to bring sophisticated investment strategies to the mass market, says CEO…
The bank and QED Investors are launching a VC fund that will seek out companies in Latin America focused on fintech disruptors
Faced with mounting pressures, asset-management firms will likely have to cut costs and adopt new strategies, Casey Quirk’s report recommends
The robo-advisor will work with clients who invest $150,000 or more through its platform to customize their portfolios
Larry Waite, Guy Lemoine, Stephen Jarislowsky and Preet Banerjee are among the directors elected to the investor advocacy group’s board
Peak Insurance Services will add more than 6,000 clients to its roster as a result of the deal with L.E.S, which provides insurance services to…
But with growing regulation comes higher costs for companies — and small firms, in particular, are likely to struggle with these increasing expenses
In part one of a three-part interview series, “Women in Capital Markets 2016: Extraordinary Leaders,” Dan Richards, CEO, Client Insights, discusses successful workplace strategies for…
HollisWealth will add $34 billion in AUA, 800 licensed advisors and 400,000 active clients to IA’s growing wealth-management operations
Advisors must be willing to spend money on their assistants, said Ellen Bessner during a keynote speech at the inaugural Assistants’ Conference in Toronto
Piper Jaffray’s 40 analysts cover 750 companies in the consumer, energy, financial, health-care, industrial and technology sectors
The survey is being introduced in advance of an expected CSA proposal to ban on embedded mutual fund commissions
Statistics Canada’s IBSPI aims to measure movements in the prices charged for investment banking services
The new entity will operate as Dundee Capital Partners, with a name change and full re-branding expected for early 2017
Robert Shewchuk claimed in a lawsuit that Blackmont Capital did not properly pay him for corporate finance deals he brought to the firm
BMO InvestorLine, which had claimed the top spot four times since 2011, fell to fourth place this year while Scotia iTRADE and Questrade filled out…
The women are university students from across Canada and replace the first cohort of the council, whose goal is to develop strategies to advance women…
The platform is expected to become a major source of growth for the firm as it allows advisors to manage client relationships more effectively
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The deal, which brings Investment Executive and the Advisor’s Edge publications under the same umbrella, also includes various other B2B brands
The team of four advisors, formerly with BMO Nesbitt Burns, joined NBF’s new branch in Ancaster, Ont.
The shift to investments with lower fees is being driven by concerns about costs in this low-return environment and the regulatory climate, report finds
The changes are designed to streamline communication between advisors and their compliance departments concerning the use of social networks
Maximizer CRM Wealth Manager 2017 will have fields that can capture all the relevant data points as well as commonly used forms within each client’s…
The guidance will allow market participants to understand the underlying principles the exchange uses when it determines disciplinary sanctions