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
Robo-advisor firm aims to cater to French-speaking Canadians by offering its services in their language
The stock exchange operator is buying the newswire and investor relations service from OMERS Private Equity
Proposals include raising the deposit insurance coverage limit and allowing CUs to own insurance brokerages
The now former interim CEO of Aston Hill and one-time CI executive returns to replace Stephen MacPhail
The association is also calling on Ottawa to continue working with the provinces on establishing the co-operative capital markets regulator
Seven class actions were settled, or tentatively settled, in 2015, and six cases were dismissed
Volatility in energy prices could make it difficult for the company to meet its core profit goal of $4 billion this year
The fund’s Canadian equity portfolio lost value over the same period
The projects aims to build an open-source platform to use blockchain technology to streamline business processes in a variety of industries
The recognition will allow it to provide clearing services to European clients
Hedge fund managers are facing increased scrutiny from institutional investors, regulators and the media
Industry association opposed to bank tax, fiduciary duty on retirement advice
Fraud lab discovered in Toronto
A new white paper urges banks to focus on areas where the technology can truly create value
Capital markets not the boys’ club Hollywood portrays, industry insiders say
These investments seem to do more harm than good and it’s time to reconsider their tax incentives, University of Calgary report concludes
Marketing technology firm looking to grow its financial advisor market
With women’s wealth becoming ever more prominent, you need to ensure you take the right approach to gain and retain their business
Desjardins’ electoral college will choose between Daniel Paillé, Guy Cormier and Robert Oullette to replace Monique Leroux in April
Nine charges laid; police believe there may be other victims
The platform allows DB pension plan sponsors in Canada to monitor annuities pricing and financial metrics for their pension plans
Many investors surveyed for the study indicate they would remain with their advisors even if they were informed of fees — and felt those fees…