New bank targets Chinese-Canadian clients
Wealth One Bank of Canada offers banking products online, by phone and through locations in the GTA and Vancouver
- By: Rudy Mezzetta
- September 7, 2016 December 14, 2017
- 10:55
Latest news in Industry News
WCM announces 2016 recipients of executive coaching award
17 women to participate in a six-month integrated leadership program
- By: IE Staff
- September 7, 2016 September 7, 2016
- 09:00
CGWM Canada announces new hires
Wealth management firm welcomes four advisors
- By: IE Staff
- September 6, 2016 September 6, 2016
- 14:30
Deutsche Bank Wealth Management streamlines focus
New York-based firm will concentrate on ultra-high-net-worth clients in the U.S.
- By: James Langton
- September 6, 2016 September 6, 2016
- 13:00
Montreal Exchange announces scholarship recipients
Students honoured research projects focused on exchange-traded derivatives or MX operations
- By: IE Staff
- September 2, 2016 September 2, 2016
- 12:45
CIBC Asset Management announces new portfolio subadvisor
Standard Life joins subadvisor lineup for Imperial Global Equity Income Pool
- By: IE Staff
- September 1, 2016 September 1, 2016
- 13:00
Finance and accounting starting salaries to jump 3.1%: report
Demand for employees with skills in finance and technology is driving salary growth, says Robert Half International
- By: Tessie Sanci
- August 30, 2016 August 30, 2016
- 14:25
Feds boost student grants and loans program
Grant increases of 50% came into effect this month. Changes coming to ease loan repayment requirements
- By: Tessie Sanci
- August 30, 2016 August 30, 2016
- 13:00
Great-West Life marks 125 years in business
Founded in 1981, Winnipeg company now employs 12,000
- By: Tessie Sanci
- August 29, 2016 August 29, 2016
- 11:45
Finance Canada begins review of financial services sector legislation and regulation
The first part of what is to be a two-stage review indicates that “[f]inancial [services] institutions are facing an array of new and emerging risks”
- By: James Langton
- August 26, 2016 August 26, 2016
- 11:10
Manulife’s LOFT to leverage Indico’s deep learning technology
The new collaboration will see the firms develop an artificial intelligence and deep learning tool to analyze financial data and present recommendations
- By: IE Staff
- August 26, 2016 August 26, 2016
- 10:45
Advisors who embrace fintech will be ahead of the game, Cary List suggests
To take advantage of robo-advisors, advisors themselves can treat these fintech disrupters as the information manager while advisors themselves focus in on the client relationship
- By: Fiona Collie
- August 26, 2016 August 26, 2016
- 10:00
Advisors’ Report Card 2016: Editors discuss the major themes of this year’s Report Card series
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the key trends emerging from this year’s Report Card series. Most notably,…
- By: Pablo Fuchs
- August 26, 2016 November 9, 2019
- 08:30
FAIR Canada recommends OSC hold hearing into Sirius XM privatization
A group of minority shareholders believe there are “coercive elements” to the deal, namely that Sirius XM Canada has suspended its dividend and that the…
- By: James Langton
- August 25, 2016 August 25, 2016
- 13:20
Global Fintech Hubs Federation launches
Hubs from 20 countries, including Canada, are members
- By: James Langton
- August 25, 2016 August 25, 2016
- 11:30
Credit unions remain tops in customer service
The credit unions, Desjardins Group and four of the Big Five banks were in a statistical dead heat for financial planning and advice in Ipsos’…
- By: James Langton
- August 25, 2016 August 25, 2016
- 10:40
Young Canadians are risk takers, investor quiz finds
$20,000 Bridgehouse Scholarship Program winners announced
- By: IE Staff
- August 25, 2016 August 25, 2016
- 10:25
Wealth-management firms face big risk of losing clients, survey finds
Investing in superior client experience, increasingly using digital technology, could help firms retain and add clients, EY report suggests
- By: IE Staff
- August 25, 2016 August 25, 2016
- 09:40
Ontario court certifies FX benchmark class action
Three global banks agree to pay more than $15 million in settlement
- By: James Langton
- August 24, 2016 August 24, 2016
- 16:40
Banks see shifting fortunes in SME market share data
RBC’s highest share of the domestic SME market is down from 2000, whereas Scotiabank, which is a close second, saw its market share rise dramatically…
- By: Tessie Sanci
- August 23, 2016 August 23, 2016
- 14:30
Pension funds agree to each sell 1.8 million TMX Group shares
Each of the three funds will retain a 5% stake in the stock exchange operator
- By: James Langton
- August 23, 2016 August 23, 2016
- 10:00
Hundreds of Canadian advisors get closer to obtaining CFP designation
More than 70% of advisors who wrote exams in various stages of the process to become a certified financial planner passed in June
- By: Tessie Sanci
- August 19, 2016 August 19, 2016
- 15:40
Advisors need to do better in helping clients reach their goals, J.D. Power study finds
As well, discussing fee structures with clients leads to a dramatic jump in the percentage of investors who feel they understand what they are being…
- By: Tessie Sanci
- August 18, 2016 August 18, 2016
- 12:50
Fed joins Facebook
The U.S. central bank aims to increase the accessibility and availability of its news and educational content
- By: James Langton
- August 18, 2016 August 18, 2016
- 10:40
ISS acquires governance portal
Proxy advisory firm intends to further develop iiWisdon offerings
- By: James Langton
- August 17, 2016 August 17, 2016
- 14:00