Bank of Canada opens the door to a Bitcoin-like payment system
The central bank is working with the Big Five on an experimental project to deepen understanding of distributed ledger technology
- By: Tessie Sanci
- June 17, 2016 June 17, 2016
- 16:00
Latest news in Industry News
IFIC urges Ontario to lead national collaboration on financial planning rules
The mutual fund industry trade group’s submission pushes back against some of preliminary recommendations of the Expert Committee
- By: James Langton
- June 17, 2016 November 9, 2019
- 15:00
Insurance complaint submission made easier
The OmbudService for Life and Health Insurance has revamped its website with a new suite of online tools
- By: Megan Harman
- June 17, 2016 June 17, 2016
- 12:15
Canadian financial companies linked to cluster munitions investments
Four companies named in a report released by Dutch peace group PAX
- By: Mike Blanchfield
- June 16, 2016 June 16, 2016
- 17:40
Court dismisses Octagon Capital lawsuit
Bankrupt firm loses bid for debt restructuring fees
- By: James Langton
- June 16, 2016 June 16, 2016
- 14:00
U.S. Congressional committee passes Senior $afe Act
Legislation will allow firms to disclose cases of potential senior financial exploitation without the fear of legal ramifications
- By: James Langton
- June 16, 2016 June 16, 2016
- 13:30
Small business owners say no to CPP hikes
The CFIB is encouraging governments to pursue better voluntary options and incentives to help Canadians save for their own retirement
- By: IE Staff
- June 16, 2016 June 16, 2016
- 11:00
Canadian baby boomer employees have unrealistic view of finances in retirement
A new study finds that baby boomer employees are especially underprepared to deal with their heath-care costs once they lose access to their workplace benefit…
- By: Tessie Sanci
- June 15, 2016 June 15, 2016
- 16:05
Senate report touts national securities regulator
Report urges Ottawa to remove impediments to inter-provincial trade
- By: James Langton
- June 15, 2016 June 15, 2016
- 15:33
Opportunities to be had for U.S. advisors targeting smaller clients
A new Department of Labor rule coming into effect means robo-advisors may not meet the obligations because of the online onboarding process they employ
- By: Fiona Collie
- June 15, 2016 June 15, 2016
- 14:20
Advisors should rethink the way they offer their clients services
Implementing strategies that reduce your client’s tax liability and reduce their professional advice fees are just as valuable as investment returns, argues Scott Welch
- By: Tessie Sanci
- June 15, 2016 June 15, 2016
- 13:45
Desjardins names Denis Berthiaume as COO
The move is part of a larger transition at the firm that will help new president and CEO Guy Cormier executive his vision
- By: Rudy Mezzetta
- June 14, 2016 June 14, 2016
- 15:40
Wealth-management firms need to do better on technology: PwC report
One recommendation is that firms should look to partner with fintech companies already in the market that can help them to catch up to today’s…
- By: Fiona Collie
- June 14, 2016 June 14, 2016
- 15:25
Focus on clients’ goals when deciding investment strategy
Specifically, advisors must first understand a client’s essential goals and aspirational goals before making any investment recommendations
- By: Tessie Sanci
- June 14, 2016 June 14, 2016
- 14:45
Manulife Asset Management sets eyes on European growth
The firm has almost doubled the number employees in its London office and strengthened its distribution and investment teams
- By: Jade Hemeon
- June 14, 2016 June 14, 2016
- 12:45
New IFIC checklists help advisors protect vulnerable clients
The checklists on cognitive decline and financial exploitation will help advisors prepare for the challenges of working with aging investors
- By: James Langton
- June 14, 2016 June 14, 2016
- 10:40
Gender diversity at the top of financial services stalled
Female representation on boards only 20%, although Canada ranked higher in some areas
- By: James Langton
- June 13, 2016 June 13, 2016
- 16:25
Timbercreek names new CFO
Gigi Wong, former director of capital markets operations for the OTPP, takes over the role of CFO for the alternative asset-management firm on Tuesday
- By: Tessie Sanci
- June 13, 2016 June 13, 2016
- 16:05
Tax evasion whistleblower program picks up steam
The CRA has entered into more than a dozen contracts with whistleblowers under the Offshore Tax Informant Program in comparison with none at this point…
- By: Rudy Mezzetta
- June 10, 2016 June 10, 2016
- 15:15
Ontario court rejects suit brought by stock promoters
Ontario does not have jurisdiction over B.C. arrangement
- By: James Langton
- June 10, 2016 June 10, 2016
- 14:20
IIAC steps up best interest fight
IIAC’s priorities for the year include countering this major regulatory initiative, as well as the issues facing small and mid-sized dealers, rule harmonization and parallel…
- By: James Langton
- June 10, 2016 June 10, 2016
- 13:20
TMX Group CFO resigns
With Michael Ptasznik leaving to join Nasdaq, Frank DiLiso will fill in on a temporary basis until a permanent successor is found
- By: Tessie Sanci
- June 10, 2016 June 10, 2016
- 12:30
Report highlights systemic issues at Canada Revenue Agency
Office of the Taxpayers’ Ombudsman calls for better communication with taxpayers
- By: James Langton
- June 10, 2016 June 10, 2016
- 11:00
Time running out on U.S. tax amnesty?
IRS may close program that let some dual citizens off the hook
- By: Rudy Mezzetta
- June 9, 2016 June 9, 2016
- 16:20
National Bank opens Vancouver private banking office
Private Banking 1859 increases its presence in Western Canada
- By: Tessie Sanci
- June 9, 2016 June 9, 2016
- 12:30