PwC to launch new platform for enabling blockchain
Vulcan Digital Asset Services include a platform designed to enable the shift toward digital assets for households and businesses
- By: James Langton
- November 14, 2016 November 14, 2016
- 12:30
Latest news in Industry News
Adoption of fee-based model having positive impact for advisors
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…
- By: Tessie Sanci
- November 14, 2016 November 14, 2016
- 07:25
CLHIA applauds Ontario adoption of PRPPs
The association encourages remaining provinces to quickly move to make PRPPs available to their citizens
- By: IE Staff
- November 11, 2016 November 11, 2016
- 17:15
IIAC lauds exclusion of TFSAs in new Common Reporting Standard legislation
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
- By: Rudy Mezzetta
- November 11, 2016 November 11, 2016
- 16:45
Canadians worried about their finances: FPSC survey
But while some may benefit from professional financial guidance, 26% are unsure of where to turn to get professional financial advice
- By: Tessie Sanci
- November 11, 2016 November 11, 2016
- 15:30
CME Group announces executive shuffle
With CEO Phupinder Gill set to retire at yearend, Terry Duffy, president and executive chairman, will take over as chairman and CEO
- By: James Langton
- November 11, 2016 November 11, 2016
- 10:15
GMP Capital keeping stake in Richardson GMP
The independent financial services firm responds to speculation regarding its investment in Richardson GMP
- By: Tessie Sanci
- November 11, 2016 November 11, 2016
- 09:15
Report lauds new takeover rules
C.D. Howe Institute says extended evaluation time for takeover bids benefits companies, shareholders
- By: James Langton
- November 10, 2016 November 10, 2016
- 15:15
Fiera to acquire Centria for $33 million
The purchase is a related-party deal as Centria is being bought from DJM Capital, a holding company that also controls Fiera indirectly
- By: James Langton
- November 10, 2016 November 10, 2016
- 12:15
Aston Hill and Front Street change terms of merger
Several key changes to the terms of Aston Hill’s debentures will see Front Street partners compensated for additional dilution
- By: James Langton
- November 10, 2016 November 10, 2016
- 10:50
GWL, Canada Life and London Life restructure their Canadian operations
The three lifecos have now centred their business in Canada around two business units: one focused on individual clients and another on group clients
- By: Megan Harman
- November 8, 2016 November 8, 2016
- 14:30
TMX Group develops strategic agreement with Solium Capital
The two firms signed a strategic agreement in which TMX Group’s listed company support division clients will have access to Solium’s cloud-enable services
- By: Tessie Sanci
- November 8, 2016 November 8, 2016
- 12:15
Study examines how advisors boost household wealth
The gamma factor – the discipline associated with longstanding financial advice and higher savings rates – is key to explaining the large difference in assets…
- By: Tessie Sanci
- November 7, 2016 November 7, 2016
- 16:40
U.S. asset managers in the dark on social media
Compliance and regulatory concerns are the main reasons that companies give for not engaging on social media
- By: James Langton
- November 7, 2016 November 7, 2016
- 12:00
Credit unions expand financial literacy program across Canada
Award-winning program covers basic banking, budgeting, taxation, developing a credit history, loans and fraud prevention
- By: Tessie Sanci
- November 7, 2016 November 7, 2016
- 11:00
Canadian DB plans see positive results in Q3
RBC report finds that DB pension fund investment managers, who saw positive results from Canadian and global equities, consistently beat their benchmarks in Q3
- By: Tessie Sanci
- November 3, 2016 November 3, 2016
- 11:15
PlanPlus’s Shawn Brayman awarded for paper
Brayman, who took home the AFS’s CFP Board Best Paper Award, was a previous recipient of the award in 2011
- By: IE Staff
- November 3, 2016 November 3, 2016
- 11:00
U.S. advisors concerned about election, fiduciary duty
Quarterly Fidelity survey finds that advisors are also worried about interest rate hikes, portfolio management, market volatility and searching out yield and income
- By: James Langton
- November 3, 2016 November 3, 2016
- 10:00
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
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