In addition to welcoming four new directors, the organization has elected Eric Léveillé, most recently vice chairman and treasurer, as its new chairman
Marian Lawson and Steve Banquier were presented with WCM Awards for Leadership while Eilen Jurczak was given the WCM Rising Star Award
Pierre Lortie, senior business advisor, Dentons Canada LLP, says evidence suggests retail investors will resist paying upfront fees for advice, leaving them at risk of…
Although some small and mid-sized firms have also been profitable, they have had to control costs by adopting technology and by altering their payout grids
In a major shift from historical norms, Asia outpaced North America in fintech funding during Q3, report finds
Discussion on fintech can no longer revolve around making a choice between digital tools and the relationships that firms and advisors have with clients
Report highlights the rising concern of regulators
The acquisition of GSFM represents growth opportunities in the Australian market for CI
Most Canadians aged 55 lack of confidence in retirement planning and being able to sustain their lifestyle in retirement, Mackenzie study finds
Bhupinder Anand, managing director, Anand Associates, discusses his perspective on the aftermath of the U.K.’s 2013 Retail Distribution Review, which caused an exodus of investment…
Firms such as banks and securities dealers involved in real estate transactions are vulnerable to being exploited to enable money laundering
But half of HNW Canadians would like to talk with their advisors about the tax benefits of charitable giving as part of their tax planning…
Although the provinces have not moved yet on the effort to see the creation of an SRO for advisors, clients could help tip the scale…
The creation of an FSRA in Ontario and the rapid pace of regulatory change occurring on the investment side of the business has big implications…
Vulcan Digital Asset Services include a platform designed to enable the shift toward digital assets for households and businesses
Going to a fee-based structure has contributed to positive growth in AUM and revenue for advisors as well as increased clients’ satisfaction and trust in…
The association encourages remaining provinces to quickly move to make PRPPs available to their citizens
Excluding TFSAs from CRS reporting requirements better aligns CRS rules with those already in place for FATCA, making it easier for Canadian financial services firms
But while some may benefit from professional financial guidance, 26% are unsure of where to turn to get professional financial advice
With CEO Phupinder Gill set to retire at yearend, Terry Duffy, president and executive chairman, will take over as chairman and CEO
The independent financial services firm responds to speculation regarding its investment in Richardson GMP
C.D. Howe Institute says extended evaluation time for takeover bids benefits companies, shareholders
The purchase is a related-party deal as Centria is being bought from DJM Capital, a holding company that also controls Fiera indirectly
Several key changes to the terms of Aston Hill’s debentures will see Front Street partners compensated for additional dilution
The three lifecos have now centred their business in Canada around two business units: one focused on individual clients and another on group clients