RBC reviewing records following Panama Papers fallout
Trudeau calls for global co-operation to crack down on offshore tax evasion
- By: Alexandra Posadzki
- April 6, 2016 January 24, 2018
- 14:00
Latest news in Industry News
Fiera expands distribution into the U.K., Europe, with deal
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
- By: Tessie Sanci
- April 6, 2016 January 29, 2018
- 09:45
U.S. advisors underestimate impact of proposed fiduciary standard
Advisors are focused on market volatility over other business challenges
- By: James Langton
- April 5, 2016 April 5, 2016
- 15:10
C.D. Howe report recommends improvements to the CRA’s audit process
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…
- By: Rudy Mezzetta
- April 5, 2016 April 5, 2016
- 14:30
Shorter life expectancy reduces projected lifetime benefits for lower earners: report
Raising the retirement age may impact lower-income and higher-income individuals differently
- By: James Langton
- April 5, 2016 April 5, 2016
- 14:10
Seven principles to boost financial inclusion laid out in new CPMI report
Nearly 40% of the world’s adult population — about two billion people — have no bank account
- By: James Langton
- April 5, 2016 April 5, 2016
- 11:40
New robo-advisor launches
Justwealth will provide clients with access to refined investment strategies and specific portfolios that target unique investment objectives
- By: IE Staff
- April 5, 2016 January 22, 2018
- 10:45
Empire Life CFO to retire
Scott Ewert, the parent firm’s CFO, will assume the position on an interim basis until a full-time replacement is found
- By: IE Staff
- April 5, 2016 January 22, 2018
- 09:20
Canaccord Wealth Management and Credit Suisse enter into strategic partnership
Canaccord Wealth Management advisors will have exclusive access to Credit Suisse products while Credit Suisse is looking to bolster its Canadian business
- By: Tessie Sanci
- April 4, 2016 January 22, 2018
- 16:00
Ottawa to study gap in uncollected taxes in light of Panama Papers
Leaked documents reportedly show the offshore dealings of more than 100 politicians and public figures from multiple countries
- By: Mike Blanchfield
- April 4, 2016 January 22, 2018
- 13:45
Wealth-management industry needs to improve efficiency, productivity
New report argues that inefficiencies impair client service and advisors’ success, as they’re saddled with administrative chores
- By: James Langton
- April 4, 2016 January 22, 2018
- 10:30
Manulife, Sun Life strike another blow to sales-based recognition conferences
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…
- By: Megan Harman
- April 1, 2016 April 1, 2016
- 15:50
Scotiabank funds creation of new digital lab at Western
The new centre will produce research addressing the impact of digitalization and disruption in the financial services sector
- By: Tessie Sanci
- April 1, 2016 January 22, 2018
- 12:10
BMO Asset Management joins RIA
By joining the RIA, the firm is strengthening the association’s “capacity to advance responsible investing in Canada,” says Deb Abbey
- By: Tessie Sanci
- April 1, 2016 January 22, 2018
- 10:40
Insurers consider move to levellized commissions
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…
- By: Megan Harman
- March 31, 2016 March 31, 2016
- 16:00
New exempt market professionals course launches
The course has been designed for individuals seeking registration as dealing reps and chief compliance officers of EMDs
- By: James Langton
- March 31, 2016 January 22, 2018
- 10:50
TD Bank CEO renews calls for regulation of fintech upstarts
Bharat Masrani says that security breaches and solvency issues at fintech companies have put clients at risk
- By: Alexandra Posadzki
- March 31, 2016 March 31, 2016
- 09:30
Trading revenue drops for U.S. banks
The fourth quarter drop reflects seasonal factors
- By: James Langton
- March 30, 2016 March 30, 2016
- 15:50
IIAC seeks nominations for Top Under 40 Award
Award recognizes new generation of professionals in the investment industry
- By: Tessie Sanci
- March 30, 2016 March 30, 2016
- 15:30
Life insurers say they could withstand Japan-like economic scenario
Executives from Manulife and Sun Life say their firms are prepared for negative interest rates
- By: Alexandra Posadzki
- March 30, 2016 January 22, 2018
- 14:50
Excel Funds signs agreement to offer institutional investors opportunities in India
Memorandum signed with ABSLAMC will allow Excel Funds to offer direct access to infrastructure, real estate and private equity in India
- By: Tessie Sanci
- March 29, 2016 March 29, 2016
- 15:45
T.E. Wealth acquires Doherty and Bryant
The acquisition will give T.E. Wealth an expanded presence in Calgary, in which it currently only has one office
- By: Tessie Sanci
- March 29, 2016 March 29, 2016
- 13:20
Regulators’ Report Card 2016: Regulatory trends
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…
- By: Pablo Fuchs
- March 29, 2016 November 9, 2019
- 09:05
Regulators’ Report Card 2016: Editors discuss results
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…
- By: Pablo Fuchs
- March 28, 2016 November 9, 2019
- 10:25
Sun Life expands its presence in Indonesia with two deals
Sun Life will buy all remaining shares of PT CIMB Sun Life and deepen a bancassurance agreement with PT Bank CIMB Niaga
- By: Tessie Sanci
- March 23, 2016 January 22, 2018
- 09:45