CI Financial to acquire majority stake in Australian fund manager
The acquisition of Grant Samuel Funds Management expands CI’s presence in global markets
- By: IE Staff
- November 3, 2016 November 3, 2016
- 06:30
Latest news in Industry News
Insurance industry must step up succession planning efforts
Although 90% of advisors feel they have an obligation to their clients to create a succession plan, only 19% of advisors have a succession plan…
- By: Megan Harman
- November 2, 2016 November 9, 2019
- 17:00
Greater transparency a positive for advisors
With investors being more informed, they are less likely to sue their advisors if their investments go south
- By: Megan Harman
- November 2, 2016 November 9, 2019
- 13:10
Most Canadians not aware of yearend tax strategies, CIBC poll finds
And with most Canadians avoiding the topic of taxes until the New Year, now is an opportune time for advisors to help clients take advantage…
- By: Tessie Sanci
- November 2, 2016 November 9, 2019
- 11:40
FSCO finds life insurance agents failing to meet their regulatory responsibilities
The provincial regulator’s recent examinations of life insurance agents revealed several gaps in compliance, especially as they relate to disclosure
- By: Megan Harman
- November 1, 2016 November 9, 2019
- 13:40
TD’s U.S. discount brokerage to launch robo-advisor platform
However, the bank does not intend to make the U.S. robo-advisor available to Canadian investors for the time being
- By: Fiona Collie
- November 1, 2016 November 1, 2016
- 13:30
TMX Group launches e-commerce platform
TMX Market Insights features market data, analytics and applications that are available for downloading either for free or at a cost
- By: Tessie Sanci
- November 1, 2016 November 1, 2016
- 10:30
New partnership will lead to enhanced tools for advisors
Advisors will be able to use Kronos Technologies’ and Life Design Analysis’ offerings to improve their effectiveness and productivity
- By: Megan Harman
- October 31, 2016 October 31, 2016
- 15:45
Young advisors to be recognized at annual Distinguished Advisor Conference
Lindsay Sawyer Fay and Darren Ryan will be celebrated and participate in a discussion during this year’s conference, which takes place in San Diego from…
- By: IE Staff
- October 31, 2016 October 31, 2016
- 09:00
BMO makes key changes to leadership of growing wealth-management arm
The bank has also announced additional executive changes, including a new COO and the current COO moving into the role as vice chairman
- By: Tessie Sanci
- October 28, 2016 October 28, 2016
- 10:30
TD announces succession plan for its U.S. division
Mike Pedersen will retire as president and CEO of TD’s U.S. bank and Greg Braca will take over effective June 1, 2017
- By: IE Staff
- October 27, 2016 October 27, 2016
- 16:35
Committee calls for tougher enforcement against tax evasion
Report recommends mandatory registration of tax products by tax advisors and 13 other measures
- By: James Langton
- October 27, 2016 October 27, 2016
- 13:40
Desjardins directors propose amalgamation
Combining the Fédération des caisses Desjardins du Québec and Caisse centrale Desjardins would simplify financial disclosure efforts
- By: IE Staff
- October 27, 2016 October 27, 2016
- 13:20
CIBC, Borrowell introduce one-click loans
Bank /fintech partnership will speed up borrowing process for existing CIBC clients
- By: Tessie Sanci
- October 27, 2016 October 27, 2016
- 11:50
Identity theft presents onboarding challenges
Panel suggests new methods for fighting money laundering and identity theft
- By: Tessie Sanci
- October 27, 2016 October 27, 2016
- 11:00
Morgan Stanley to retain payment choice for retirement accounts despite DOL fiduciary rule
U.S. wealth management firm will continue to offer both fee-based and commission accounts
- By: James Langton
- October 26, 2016 October 26, 2016
- 17:15
Canadian firms included in ranking of world’s 100 top fintech companies
Wealthsimple and North Side are among the top global emerging fintech players in the area of digital investment management
- By: Tessie Sanci
- October 25, 2016 October 25, 2016
- 11:30
New tool aims to facilitate verification of clients’ identification
Securefact’s new SIDni ID verification tool meets FINTRAC’s updated guidelines for customer-not-present ID verification
- By: Fiona Collie
- October 25, 2016 October 25, 2016
- 10:35
Kensington to manage new $100 million BC Tech Fund
Toronto-based firm will open an office in Vancouver
- By: James Langton
- October 24, 2016 October 24, 2016
- 14:45
Canada’s retirement system drops in global ranking
A positive move for Canada’s retirement system is the recent promise to expand the Canada Pension Plan, which wasn’t taken into account in the Mercer/ACFS…
- By: Tessie Sanci
- October 24, 2016 October 24, 2016
- 13:35
Lendful receives equity investment boost from Alterna Savings
The online consumer lending company is preparing to raise more capital in early 2017
- By: James Langton
- October 24, 2016 October 24, 2016
- 13:15
Peer-to-peer lender relaunches in Canada
Lending Loop completes exempt market dealer registration process
- By: James Langton
- October 24, 2016 October 24, 2016
- 10:40
Pavilion completes Slocum acquisition
Slocum’s team will join Pavilion Advisory Group and operate out of its Minneapolis office
- By: IE Staff
- October 24, 2016 October 24, 2016
- 09:45
Registration for next writing of CFP exams ends next week
The next writing of the two exams needed in the process to obtain the CFP designation take place on Nov. 25, exactly a month after…
- By: Tessie Sanci
- October 21, 2016 October 21, 2016
- 10:55
Coast Capital vies to become a national credit union
The move would enable the firm to better respond to members’ changing needs by bringing them new products and delivering new online banking and mobile…
- By: Brian Lewis
- October 21, 2016 October 21, 2016
- 09:15