The life insurer’s 2018 Elite Producers’ Conference will be its last after a report from CLHIA advised that such conferences contribute to a “perception of…
Index firm aims to enhance investors’ access to data on corporate sustainability
A new independent report suggests OBSI is functioning well as a dispute-resolution service but needs regulators to empower it further
The product is meant to protect the executor and the estate from many of the potential legal liabilities that can arise from the managing of…
The frameworks being considered would address all the risks across a systemically important insurers’s regulated and unregulated subsidiaries
Toronto police warn of imposters posing as CRA agents
Rule that prohibits pension plans from owning more than 30% of a company’s voting shares doesn’t exist in most other countries
Public Investors Arbitration Bar Association says efforts to block fiduciary rule are self-serving
The websites of large financial services institutions have the tools that could lead to product purchases, but don’t go far enough in producing successful transactions
Increasing pressure from clients and regulators means advisors will be well served to provide greater disclosure on insurance products and fees sooner rather than later
The bill establishes participation requirements, contributions, benefit types and sustainability provisions for the provincial pension plan
But while investors seek more knowledge from their advisors, investor knowledge has not improved during the past few years
A letter from financial services sector trade groups recommends that CPP reforms should target only the people who are most vulnerable
The deal more than doubles the Montreal-based firm’s presence in the U.S. institutional and subadvisory retail markets
Nine industry organizations sue Department of Labor
Advisors and firms should ensure they are implementing the recommended practices involving powers of attorney and senior clients
Reverence Capital Partners, has also taken a minority stake in the firm, as has Russell Investments management
The chances of clients having a disability, critical illness or need for long-term care, which can have very damaging financial impacts, are higher than most…
Provincial difference of opinion on a new standard for advisors does not presage a divided co-operative securities regulator
The two banks have more than doubled the fintech firm’s debt facility to $125 million from its previous level of $50 million
Qtrade will provide the credit union and its subsidiary access to its full-service platform for investment services
The bank joins as a sustaining member while its brokerage arm, CIBC Wood Gundy, will be identified as an associate member
Quebec woman pled guilty to counselling 13 taxpayers to try to reduce or eliminate their income taxes by claiming improper expense reductions
Christiane Bergevin, Dr. Milton McClaren and Joe Oliver will decide this year’s winner; nominations are being accepted until May 31