This year’s guidelines come at a time at which the CSA is currently working on a standardized methodology for measuring and reporting risk to investors
Easier access to preferred fee level; portfolio management changes for two equity pools
Consortium of European companies creates “openfunds” project to improve transparency
The firm will acquire an 80% interest in PT Asuransi Multi Artha Guna Tbk, a general insurer with US$65 million in gross written premiums in…
As growth of HNW assets slows, wealth managers must deliver visible value, digital tools, says annual Capgemini report
Information for dealers focuses on annual investor reports
Proposals would harm economic growth
Investment industry approves of gradual increases in premiums
It’s not the first time that one of the big Canadian banks has partnered with a financial technology upstart
Premiums to increase in 2019
Casey Quirk is world’s largest consultancy dedicated exclusively to asset managers
Toronto firm will be integrated into Markit’s portfolio valuations service
The central bank is working with the Big Five on an experimental project to deepen understanding of distributed ledger technology
The mutual fund industry trade group’s submission pushes back against some of preliminary recommendations of the Expert Committee
The OmbudService for Life and Health Insurance has revamped its website with a new suite of online tools
Four companies named in a report released by Dutch peace group PAX
Bankrupt firm loses bid for debt restructuring fees
Legislation will allow firms to disclose cases of potential senior financial exploitation without the fear of legal ramifications
The CFIB is encouraging governments to pursue better voluntary options and incentives to help Canadians save for their own 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…
Report urges Ottawa to remove impediments to inter-provincial trade
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
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
The move is part of a larger transition at the firm that will help new president and CEO Guy Cormier executive his vision
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…