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…
Hubs from 20 countries, including Canada, are members
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’…
$20,000 Bridgehouse Scholarship Program winners announced
Investing in superior client experience, increasingly using digital technology, could help firms retain and add clients, EY report suggests
Three global banks agree to pay more than $15 million in settlement
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…
Each of the three funds will retain a 5% stake in the stock exchange operator
More than 70% of advisors who wrote exams in various stages of the process to become a certified financial planner passed in June
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…
The U.S. central bank aims to increase the accessibility and availability of its news and educational content
Proxy advisory firm intends to further develop iiWisdon offerings
Hearsay 360 analyzes data exchanged through text, social media, advisors’ websites and email and recommends the advisor what to do next
New offering will be a “full-service alternative” to Canada’s big banks
Don’t miss out. Registration closing soon.
Each new index will track the performance of a portfolio of stocks or options referenced to a defined universe of stocks
Markus Felderer joins as managing director of investment banking for mining in Canada while Timo Jauristo has taken the role of senior advisor within the…
A new survey found that 43% of advisors are planning to expand their services to a more holistic planning approach in response to the rule…
The new “standards panel” will include members of the public who have a keen interest in financial planning in addition to CFPs with significant expertise
As a result of the share of the company being acquired from Legg Mason, Miller will have full ownership of LMM
The three exchanges will soon file a proposed set of rules and update to the plan for dealing with extraordinary volatility with the SEC
The new arrangement will result in a suite of new investment products that will draw on Morningstar’s “extensive, proprietary investment research”
The physical location will hold events open to the public, focus on money management and include collaborations with local influencers and entrepreneurs
Now that shareholders of both exchanges have approved the deal, the attention has turned toward receiving regulatory approval
The launch of the emerging-market equity sector service is the second in a series of additions it’s planning over the next six months