BMO’s “cyborg” SmartFolio service off to a good start
The bank’s senior counsel points to data that show the market for online advice services is growing rapidly
- By: Patricia Chisholm
- April 28, 2016 January 22, 2018
- 16:30
Latest news in Industry News
Financial firms should develop innovative pension program: paper
Private workplace pension plans launched by banks and insurers that have unique features could compete with government-led pensions such as the ORPP
- By: James Langton
- April 28, 2016 January 22, 2018
- 11:30
CPPIB partners with private equity firm Cinven for Hotelbeds Group deal
Spain-based travel services company called a “terrific opportunity”
- By: The Canadian Press
- April 28, 2016 April 28, 2016
- 10:30
Investor lawsuit dismissed by B.C. top court
Experienced investor sought to place the consequences of his poor investment decisions on TD Waterhouse
- By: James Langton
- April 27, 2016 April 27, 2016
- 14:40
IIAC chief highlights erosion of brand loyalty
The shift of client assets to competing firms will become more frequent as the costs of investing become more transparent
- By: James Langton
- April 27, 2016 January 22, 2018
- 10:00
Dundee Securities, Echelon Wealth complete advisor deal
72 former Dundee Goodman Private Wealth advisory teams join Echelon
- By: James Langton
- April 26, 2016 January 22, 2018
- 15:40
Regulators expect greater effort from firms on advisors’ outside business activities
Compliance must play a greater part in ensuring they understand advisors’ OBAs before approving them as well as supervising these activities once approval has been…
- By: Tessie Sanci
- April 25, 2016 January 22, 2018
- 13:00
2016 Brokerage Report Card: Behind the numbers
- By: Pablo Fuchs
- April 25, 2016 November 9, 2019
- 09:30
WisdomTree enters Canadian ETF market
New York-based firm has already expanded into Europe and Japan
- By: Tessie Sanci
- April 22, 2016 April 22, 2016
- 14:30
Deadline to register for FPSC exams is May 3
Both CFP and FPSC Level 1 exams to be held June 3
- By: IE Staff
- April 22, 2016 April 22, 2016
- 10:45
Brokerage Report Card 2016: Editors discuss key results
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2016 Brokerage Report Card.
- By: Pablo Fuchs
- April 22, 2016 November 9, 2019
- 10:00
SIFMA in favour of pilot program to examine cutting “maker-taker” fees
The CSA is not going ahead with a similar planned pilot in Canada because of the risk inter-listed trading would migrate to the U.S.
- By: James Langton
- April 21, 2016 April 21, 2016
- 15:00
No growth for pension funds in Q1
A new report from Morneau Shepell finds that diversified pooled pension fund managers underperformed the benchmark as international and global equities fuelled the decline
- By: Tessie Sanci
- April 21, 2016 January 22, 2018
- 10:50
Canadian team wins global CFA challenge
Kam Dhaliwal, Adnan Khan, Brent Small, Daniel Zhang and Rudder Zhang from the University of Waterloo presented and defended a report on Canadian Tire
- By: Megan Harman
- April 20, 2016 January 22, 2018
- 14:45
Penn West reaches $53-million settlement with aggrieved shareholders
The plaintiffs alleged that misrepresentations in the firm’s financials harmed shareholders who bought the stock between March 2011 and July 2014
- By: James Langton
- April 20, 2016 April 20, 2016
- 11:20
Nest Wealth readies launch of new tool for financial advisors
The robo-advisor firm will launch Nest Wealth Pro, a technological tool that keeps the advisor as the focal point of a relationship with a client,…
- By: Tessie Sanci
- April 19, 2016 November 9, 2019
- 14:00
New name for Euro Pacific Canada
The investment dealer has changed its name to Echelon Wealth Partners
- By: James Langton
- April 18, 2016 April 18, 2016
- 11:15
New legislation aims to help CRA combat tax evasion
The legislative proposals released on Friday would facilitate the automatic exchange of financial information between Canada and other countries
- By: James Langton
- April 15, 2016 April 15, 2016
- 15:50
PMAC asks feds to extend corporate-class deadline
Extending the deadline by another six to 12 months would give the investment industry time to make a proper transition
- By: IE Staff
- April 14, 2016 January 22, 2018
- 15:40
Ontario to introduce ORPP legislation
The province prefers enhancements to the CPP, but the new legislation is being introduced in case no national consensus is reached
- By: James Langton
- April 14, 2016 April 14, 2016
- 09:40
Changes are needed to modernize Canada’s pension system
A panel discussion at the Conference Board of Canada’s annual Pensions Summit discussed various ways to improve the pension system
- By: Tessie Sanci
- April 13, 2016 January 22, 2018
- 15:35
Global fintech investment strong in first quarter
There are signs the industry has reached a new level of maturity
- By: James Langton
- April 13, 2016 January 22, 2018
- 11:00
Changes are needed to make employment advantageous to seniors
Lowering the tax rates for Canadians over the age of 65 who choose to stay in the labour force is one notable idea
- By: Tessie Sanci
- April 12, 2016 April 12, 2016
- 15:30
Governments, private sector must do more to boost productivity: Scotiabank CEO
Brian Porter says Canada’s labour productivity is the country’s “Achilles heel”
- By: Alexandra Posadzki
- April 12, 2016 April 12, 2016
- 14:00
PlanPlus Global Financial Planning Awards call for submissions
Three winners will be presented their awards in September
- By: IE Staff
- April 12, 2016 January 22, 2018
- 12:30