The case involves adjustable life insurance policies and alleges Manulife failed to notify policyholders of adjustments to their premiums as required under the policy
Responsive’s technology has a three-year track record helping manage more than $1.2 billion of institutional and high net-worth capital
The stock exchange operator says the majority of cuts will be complete by the end of Q1 2017
Investors will expect greater digital proficiency and access from their advisors as well as increased digital capabilities from their investment providers
The trade group supports certain measures, but it recommends the CSA should evaluate the impact of recent reforms before making major changes
CXI announces Exchange Bank of Canada
Connect Financial Services, which will maintain the Sentinel brand, plans to grow the firm organically and through acquisitions
Firms are choosing to invest in new technologies related to data analytics and automated asset allocation rather providing clients with mobile offerings
Less than one-third of advisors surveyed feel they are fully prepared to manage and mitigate the risks associated with cybersecurity
New deposit categories for RESPs and RDSPs are among the proposals
CFA Institute survey finds that almost half of respondents do not believe that gender diversity is a significant issue in investment management
Pension fund revenue drops by 35.8% to $33.5 billion
Concentra acquires 45,000 TD loans, and more than 800 merchant dealers have been assigned to Financeit
Parent company amalgamating with bank subsidiary following strategic review
Brian Hanson named chairman and CEO, Lazard Canada Investment Banking
The court’s decision allows the lawsuit, which involves alleged misrepresentations in seg fund documents, to expand the scope of the class considerably
Advisory firm to collaborate with Microsoft
Shell company invoiced firm for non-existent services, police allege
The firm is also introducing a mutual fund focusing on Toronto’s bustling real estate market
The transaction represents a strategic opportunity for both firms to expand their institutional investment advice services
Industry veteran Joe Canavan will lead the combined firm
Mutual fund industry association welcomes Portland Investment Counsel as new member
Survey suggests Canadians misunderstand proposed CPP reforms
The agency has launched several ongoing audits and is pursuing criminal investigations in some cases stemming from revelations in the Panama Papers
Toronto firm will retain its management team, brand and identity