Millennials relying on advisors during volatile times
An investor’s age and gender make a big difference in whether he or she is likely to sell his or her investment as a result…
- By: Tessie Sanci
- July 14, 2016 July 14, 2016
- 16:00
Latest news in Industry News
New resources aim to help investors understand fee structure
FAIR Canada has released videos while IFIC has put out an infographic aimed at explaining the enhanced disclosure coming into effect on Friday as part…
- By: James Langton
- July 14, 2016 January 29, 2018
- 12:30
U.S. banks act on growing cybersecurity threats: Moody’s
Survey finds U.S. banks use on average 12 cybersecurity vendors for a variety of services
- By: James Langton
- July 13, 2016 July 13, 2016
- 13:30
Low earners stand to gain little from expanded CPP: report
Policymakers could either exempt low earners from expanded coverage, the report suggests, or exclude expanded CPP benefits from the GIS income test
- By: James Langton
- July 13, 2016 July 13, 2016
- 11:00
Canadians unaware of investment costs
Advisors must inform clients of the fees they pay as a new survey finds that most Canadians don’t know their fees will be revealed in…
- By: Tessie Sanci
- July 12, 2016 July 12, 2016
- 16:05
IA acquires BMO’s group savings and retirement division
The deal, which follows BMO’s sale of its U.S. retirement services business last year, focuses in on a key area of growth for IA
- By: Megan Harman
- July 12, 2016 July 12, 2016
- 15:15
Financial capability growing stronger, but not for all groups
A study released by the FINRA Foundation provides insights on underserved populations
- By: James Langton
- July 12, 2016 July 12, 2016
- 11:00
Report identifies key strengths of Canada’s four financial centres
Each city should be further developing fintech to help improve its position as a financial centre
- By: James Langton
- July 12, 2016 July 12, 2016
- 10:15
RCMP, CRA issue warning on taxpayer scam
Fraudsters are impersonating Canada Revenue Agency employees to dupe taxpayers
- By: James Langton
- July 11, 2016 July 11, 2016
- 13:35
Sun Life partners with MaRS Discovery District
The collaboration will see Sun Life working with startups developing technology in the areas of finance and health
- By: Tessie Sanci
- July 11, 2016 July 11, 2016
- 10:20
WealthBar offers new products for firms with employee group plans
The robo-advisor says costs will be lower than other group plans and individual employees will have dedicated advisors
- By: Tessie Sanci
- July 7, 2016 July 7, 2016
- 15:50
RIA introduces new designation
Responsible investment specialist course developed for mutual fund advisors
- By: Tessie Sanci
- July 7, 2016 July 7, 2016
- 15:35
FPSC issues new guidance on standards of professional responsibility
Guidance includes specific direction and examples on issues such as integrity and client trust
- By: Patricia Chisholm
- July 7, 2016 July 7, 2016
- 15:30
Venture exchange to launch new market-making service
TXS LiquidityPro aims to enhance liquidity for public venture companies
- By: Tessie Sanci
- July 6, 2016 July 6, 2016
- 13:10
Co-operators moves toward impact-investing target
Firm invests in InvestEco Sustainable Food Fund II
- By: Tessie Sanci
- July 5, 2016 July 5, 2016
- 10:10
CWB acquires GE Capital financing business
Purchase gives Canadian bank $345 million in loans
- By: Tessie Sanci
- July 4, 2016 July 4, 2016
- 12:45
Morneau welcomes Canada’s first federal credit union
New Brunswick-based caisse populaire switches to federal charter
- By: Rudy Mezzetta
- July 4, 2016 July 4, 2016
- 10:45
Monarch offers electronic onboarding
New system uses Fundserv program, enables electronic signatures
- By: Tessie Sanci
- July 4, 2016 July 4, 2016
- 10:30
Canadians would welcome robo-advisor services from their banks
Although banking clients said they prefer the benefits of receiving automated advice, most will continue to need some form of personal advice
- By: Rudy Mezzetta
- June 30, 2016 June 30, 2016
- 15:40
New tool aims to help firms promote advisors on Facebook
Hearsay Social’s “corporate-to-local advertising” tool is designed to save the time of advisors who may not have the social media experience to produce their own…
- By: Tessie Sanci
- June 30, 2016 June 30, 2016
- 15:15
Ontario court denies appeal from investor against WFG Securities
The appeal court upheld a lower court ruling that the case should be dismissed because it was brought outside the limitation period
- By: James Langton
- June 30, 2016 June 30, 2016
- 13:40
J.P. Morgan launches internal fintech incubator
The firm’s “In-Residence” program will allow fledgling fintech startups to sit “side by side” with J.P. Morgan to develop innovations
- By: James Langton
- June 30, 2016 June 30, 2016
- 12:35
Ontario woman charged with fraud and other securities violations
Michelle Dunk, who was given jail time for alleged unregistered trading earlier this year, is now facing further charges
- By: James Langton
- June 30, 2016 June 30, 2016
- 09:50
Nasdaq completes ISE acquisition
As part of the deal, Nasdaq acquires three electronic options exchanges and doubles its stake in The Options Clearing Corp.
- By: James Langton
- June 30, 2016 June 30, 2016
- 09:40
Financial services veterans appointed to the Order of Canada
Howard Wetston, Kathleen Taylor, Ned Goodman and Louis Vachon received one of Canada’s highest civilian honours
- By: James Langton
- June 30, 2016 June 30, 2016
- 09:35