Although 28% of millennials in B.C. expect an inheritance of more than $300,000, only 8% of parents believe they’ll be able to leave that much…
The expansion will bring the independent investment-management firm closer to 40% of its client base
The “champions of change” honorees understand the important economic impact gender-balanced leadership has to Canada’s economy
Additional analysis and discussion is required if policy-makers and regulators are to proceed in a way that serves investors well
Fee-based advisors are not looking after average and below-average clients, so where are these people going to turn?
New PwC report suggests employees are often affected significantly when their company falls victim to economic crime
Both banks increase their quarterly dividends
The acquisition expands Nasdaq’s newswire distribution and gains access to Marketwired’s social media targeting tools and analytics
Despite market volatility, the Quebec pension fund generated a 9.1% return on investments last year
A new report from BlackRock finds that employees are concerned they’re not saving enough for retirement or on track to retire on time
Shareholders are more willing to raise their voices
New group will be the umbrella association for Bond Dealers of America, Equity Dealers of America
Asset manager completes change in ownership
The 2016 inductees will be chosen based on their impact on the investment industry as well as their leadership, ethics and social responsibility
Advisors with the Vancouver-based firm will be able to meet anywhere with their clients and fill out important documents via a tablet or laptop
Although Canadians are worried about their retirement, lack of money to invest and other financial priorities are the two big reasons why many won’t contribute…
Winners will be recognized at the annual CIFPs conference
After filling a risk profile online, clients will be contacted by Antya Investments’ founder and portfolio manager to discuss investment options
Sustainalytics will provide its data for the development of an ESG profile page that will be incorporated into Glass Lewis’ proxy research reports
The fund manager will own 45% of a new joint venture that will buy the Aston Gardens properties
Alliances with Accenture, Broadridge and PwC will accelerate innovation, drive growth, company says
On average, Canadian retirees are living on 62% of the income they had prior to retirement
With investors having more options for financial advice than ever before, it’s critical that advisors are aware of the major deal-breakers that could cause clients…
The most important information is clearly displayed with the account summary on the first page of the tax assessment
The Manulife Investor Sentiment Index is at its lowest since financial crisis