A diagram and brief explanation will help advisors describe the rules surrounding investors’ eligibility for the OM prospectus exemption in each province and territory
Insurance representatives who spoke at the CIFPs conference last week recommend that you need to open with your insurer to get all the possible help…
Industry-owned co-operative committed to helping customers fight against cyber-attacks
The new service is intended for advisors who have clients with smaller accounts they want to keep on, but don’t meet minimum account requirements
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2016 Dealers’ Report Card, including growing books of…
Jamie Golombek, managing director, tax & estate planning, CIBC Wealth Strategies, highlights recent U.S. tax developments and their impact on clients who are required to…
The launch of BMO SmartFolio will lead startups to up their games and traditional firms to launch similar services
The study will examine how innovation is affecting the way consumers and businesses use financial products and services
By comparison, its 2015 rate of return was 18.3% and the 2014 rate of return was 16.1%
Life expectancy among both males and females rose in the 2010-12 period compared with the 2009-11 period, according to new data
The bank will work with 23 start-ups by providing mentorship and business development support to help them develop a working prototype
Personal Capital, which targets mass affluent and high net-worth, will give IGM exposure to the growing digital wealth-management business in the U.S.
Banks are adopting new technologies to improve the experience of their consumers and to stay competitive
With clients and their expectations evolving, the insurance industry and advisors have to adjust to the new reality by re-examining long-standing traditions
Robo-advising will see continued rapid growth in assets under management
The credit union and its financial planning subsidiary will offer investment services to its members through Qtrade’s full-service and direct brokerage platforms
Individuals are able to upload their statements to Wealthsimple for review, and an advisor with the firm will look to see how the person’s finances…
The establishment of the nominating committee marks an important milestone for the Ontario pension plan
Great-West Life and IGM Financial saw their operating earnings fall by a total of $73 million while corporate expenses rose by $28 million
The two former CEOs of TD and RBC are among five Canadian business leaders to be inducted into the Hall on Thursday evening
The agreement, signed by 39 countries, forms part of an effort to boost tax transparency by multinational enterprises
There are lessons to be learned from technology companies such as Uber that have revolutionized pre-existing businesses
Advisors will be able to send invites to clients they feel would best benefit from the robo-advisor’s services and then monitor those clients’ portfolios and…
Nicola Wealth Management and Howard Atkinson have invested in the robo-advisor, which is looking to add a platform for financial advisors and financial services firms
Firms are doing what they can to ensure staff are safe and that clients are taken care of during this difficult time