The rise in oil prices and subsequent increase in energy stocks was the most significant reason for advisors’ changing sentiments, according to a new Horizons…
Further details will be released when the bank reports its quarterly results on May 31
The trade association encourages co-ordination of any provincial changes with the federal consultation committed to in the 2016 federal budget
The bank’s senior counsel points to data that show the market for online advice services is growing rapidly
Private workplace pension plans launched by banks and insurers that have unique features could compete with government-led pensions such as the ORPP
Spain-based travel services company called a “terrific opportunity”
Experienced investor sought to place the consequences of his poor investment decisions on TD Waterhouse
The shift of client assets to competing firms will become more frequent as the costs of investing become more transparent
72 former Dundee Goodman Private Wealth advisory teams join Echelon
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…
New York-based firm has already expanded into Europe and Japan
Both CFP and FPSC Level 1 exams to be held June 3
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2016 Brokerage Report Card.
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.
A new report from Morneau Shepell finds that diversified pooled pension fund managers underperformed the benchmark as international and global equities fuelled the decline
Kam Dhaliwal, Adnan Khan, Brent Small, Daniel Zhang and Rudder Zhang from the University of Waterloo presented and defended a report on Canadian Tire
The plaintiffs alleged that misrepresentations in the firm’s financials harmed shareholders who bought the stock between March 2011 and July 2014
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,…
The investment dealer has changed its name to Echelon Wealth Partners
The legislative proposals released on Friday would facilitate the automatic exchange of financial information between Canada and other countries
Extending the deadline by another six to 12 months would give the investment industry time to make a proper transition
The province prefers enhancements to the CPP, but the new legislation is being introduced in case no national consensus is reached
A panel discussion at the Conference Board of Canada’s annual Pensions Summit discussed various ways to improve the pension system
There are signs the industry has reached a new level of maturity