Although there are concerns, the FPSC, the CIFPS, the IIAC and FAIR Canada are in favour of the recommendation to regulate financial planning
Trudeau calls for global co-operation to crack down on offshore tax evasion
A partnership with Bedrock Asset Management, which has more than US$9 billion in client assets, will give Fiera access to wealthy families and institutions overseas
Advisors are focused on market volatility over other business challenges
The CRA should report how much taxes are paid, instead of tax earned by audits and the percentage of audits that lead to assessment, the…
Raising the retirement age may impact lower-income and higher-income individuals differently
Nearly 40% of the world’s adult population — about two billion people — have no bank account
Justwealth will provide clients with access to refined investment strategies and specific portfolios that target unique investment objectives
Scott Ewert, the parent firm’s CFO, will assume the position on an interim basis until a full-time replacement is found
Canaccord Wealth Management advisors will have exclusive access to Credit Suisse products while Credit Suisse is looking to bolster its Canadian business
Leaked documents reportedly show the offshore dealings of more than 100 politicians and public figures from multiple countries
New report argues that inefficiencies impair client service and advisors’ success, as they’re saddled with administrative chores
Following in Great-West Life’s and Canada Life’s footsteps, the two insurance giants are looking to put sales incentive programs, such as all-expenses-paid trips, in the…
The new centre will produce research addressing the impact of digitalization and disruption in the financial services sector
By joining the RIA, the firm is strengthening the association’s “capacity to advance responsible investing in Canada,” says Deb Abbey
Such a shift would spread out an insurance agent’s compensation on a policy over many years rather the current structure, which sees commissions paid out…
The course has been designed for individuals seeking registration as dealing reps and chief compliance officers of EMDs
Bharat Masrani says that security breaches and solvency issues at fintech companies have put clients at risk
The fourth quarter drop reflects seasonal factors
Award recognizes new generation of professionals in the investment industry
Executives from Manulife and Sun Life say their firms are prepared for negative interest rates
Memorandum signed with ABSLAMC will allow Excel Funds to offer direct access to infrastructure, real estate and private equity in India
The acquisition will give T.E. Wealth an expanded presence in Calgary, in which it currently only has one office
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss whether survey participants want to see a merger of the SROs and…
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, outline the key findings of the 2016 Regulators’ Report Card. Ratings are a…