Fitch endorses new mortgage and tax rules
Rating agency says tighter lending practices likely to cool overheated housing markets
- By: James Langton
- October 12, 2016 October 12, 2016
- 12:40
Latest news in Industry News
TD to sell European direct investing business
Scottish firm Interactive Investor to purchase TD Direct Investing
- By: Tessie Sanci
- October 12, 2016 October 12, 2016
- 09:45
Janus-Henderson merger is credit positive: Moody’s
The merger represents a response to declining assets in active management
- By: James Langton
- October 11, 2016 October 11, 2016
- 16:00
FCAC finds “strong market conduct” among banks, insurers
The Financial Consumer Agency of Canada’s annual report also highlights its efforts to improve financial literacy, industry engagement and consumer awareness
- By: James Langton
- October 11, 2016 October 11, 2016
- 11:25
Canaccord adds advisory team from NBF
The addition of Vancouver’s LePoidevin Group is part of the firm’s strategy to bring in more advisors and grow its AUM
- By: IE Staff
- October 11, 2016 October 11, 2016
- 09:35
FPSC to honour three for performance on CFP exam
Simon Couvrette, Melissa Loiselle and Marc Sherman received the highest marks of the 421 candidates who wrote the national CFP exam this past June
- By: Tessie Sanci
- October 7, 2016 October 7, 2016
- 14:10
Scotiabank CEO Brian Porter elected IIF treasurer
Axel Weber named chairman of the Institute of International Finance
- By: James Langton
- October 7, 2016 October 7, 2016
- 08:45
Robo-advisor delivers value to millennial clients
David Nugent, portfolio manager and chief compliance officer, Wealthsimple, explains how the robo-advisor firm digitizes the investment process to offer millennial clients advice and value.…
- By: David Nugent
- October 6, 2016 November 9, 2019
- 09:50
Hootsuite introduces social media management tool for advisors
Hootsuite Advisor has three user levels that allow an advisor to choose his or her degree of social media knowledge and then use the features…
- By: Tessie Sanci
- October 5, 2016 October 5, 2016
- 16:05
Boost your business with robo-advisors
Marcia Moffatt, head of BlackRock Canada, explains how full-service advisors can use robo-adviice to help boost assets, broaden their client base, and give better and…
- By: Marcia Moffatt
- October 5, 2016 November 9, 2019
- 05:15
New robo-advisor caters exclusively to financial planners
Glidepath differs from its competitors in that the firm’s platform is designed only for financial planners and it has no direct-to-consumer component
- By: Fiona Collie
- October 4, 2016 October 4, 2016
- 12:00
TMX introduces inaugural members of its new Advancing Innovation Roundtable
The group, which will led by Salil Munjal of Yaletown Partners, will have its first meeting in Toronto on Tuesday
- By: Tessie Sanci
- October 4, 2016 October 4, 2016
- 10:50
BMO amends regulatory capital ratios
No change to the risk of the business
- By: James Langton
- October 4, 2016 October 4, 2016
- 10:05
IFIC’s response to the CSA’s proposed reforms
Paul Bourque, president and CEO, Investment Funds Institute of Canada, outlines the industry group’s response to the CSA’s targeted reforms and “best interest” standard. He…
- By: Paul Bourque
- October 4, 2016 November 9, 2019
- 05:00
Canadians with debt not turning to advisors for help
Preliminary results of AGF’s annual investor survey find that many Canadians are struggling with balancing the need to pay down debt and saving for the…
- By: Tessie Sanci
- October 3, 2016 October 3, 2016
- 15:45
WCM names 12 winners for this year’s “Return to Bay Street” award
The organization is awarding the most amount of winners and expanding to Montreal for the sixth year of the program
- By: Tessie Sanci
- October 3, 2016 October 3, 2016
- 14:30
IIAC, FPSC question some CSA reform proposals
More clarity needed on best interests standard
- By: James Langton
- October 3, 2016 October 3, 2016
- 14:20
Caisse de dépôt to invest up to US$700 million in distressed Indian companies
Quebec pension fund manager partners with Edelweiss Group
- By: The Canadian Press
- October 3, 2016 October 3, 2016
- 10:50
Bluewater team officially joins Laurus Investment Counsel
Dennis Starritt will join the firm as a shareholder and portfolio manager
- By: IE Staff
- September 30, 2016 September 30, 2016
- 15:30
Develop an understanding of investors’ personalities to increase engagement
Research indicates that age and personality types have a significant impact on how clients learn about investments and financial services
- By: Tessie Sanci
- September 30, 2016 September 30, 2016
- 10:55
Canadian DB pension plans see rise in solvency ratio in Q3
However, many sponsors of DB pension plans will be faced with higher pension contributions in 2017 and beyond
- By: IE Staff
- September 29, 2016 September 29, 2016
- 15:35
Manulife opens new LOFT location in Singapore
This marks the third global exploration and incubation facility the company has opened, joining other LOFT locations in Boston and Toronto
- By: IE Staff
- September 29, 2016 September 29, 2016
- 14:45
IFIC urges regulators to reconsider
Several proposed reforms “are either impractical, unenforceable, or would adversely affect investors’ access to advice”
- By: Jade Hemeon
- September 29, 2016 November 9, 2019
- 12:00
Canaccord to adopt Hootsuite platform for social media strategy
The platform will allow Canaccord advisors to connect with clients via social media and meet all compliance and regulatory requirements
- By: IE Staff
- September 29, 2016 September 29, 2016
- 09:20
CRM2: Top three things for advisors to do before 2017
Susan Silma, co-founder, CRM2 Navigator, recommends three things that advisors do before the new CRM2 statements go out to clients in 2017. She spoke at…
- By: Susan Silma
- September 29, 2016 November 9, 2019
- 08:25