Mawer to open an office in Singapore
Mawer Singapore will act as a subadvisor for the Calgary-based parent firm
- By: Tessie Sanci
- January 21, 2016 January 21, 2016
- 14:50
Latest news in Industry News
Major banks complete blockchain test
BMO and TD Bank participated in the test
- By: James Langton
- January 21, 2016 January 21, 2016
- 14:20
The CRA is looking for tips on potential offshore tax evaders
The Offshore Tax Informant Program offers rewards for information on people who are hiding offshore income or assets
- By: James Langton
- January 21, 2016 January 21, 2016
- 12:45
Dundee Securities sells private wealth division to Euro Pacific
The sale will result in approximately $40 million of addition liquidity and cost savings for Dundee, which will focus on growing its other business lines
- By: Tessie Sanci
- January 21, 2016 January 21, 2016
- 10:50
U.S. service reveals the real cost of a financial advisor
FeeX aims to help investors save on advisory fees
- By: James Langton
- January 20, 2016 January 20, 2016
- 13:30
Advocis to provide its members with access to CEA designation
The CEA program has been accredited for up to 30 hours of CE credits with various reputable organizations
- By: Tessie Sanci
- January 20, 2016 January 20, 2016
- 12:30
Dalbar hands out financial services awards
BMO’s mutual fund arm, National Bank Investments and Franklin Templeton were lauded for their mutual fund customer service
- By: Tessie Sanci
- January 20, 2016 January 20, 2016
- 12:25
AIMCo acquires stake in DFG Investment Advisers
The transaction will deepen the relationship between the two organizations
- By: James Langton
- January 20, 2016 January 20, 2016
- 09:50
Canadian investors seeking safer investments
Although 53% of Canadians believe current market volatility will persist in 2016, 48% still expect the value of their portfolios to increase
- By: Tessie Sanci
- January 19, 2016 January 19, 2016
- 14:45
Robo-advisor platform will give BMO advisors a chance to grow their businesses
Clients who grant BMO advisors access will be able to have their SmartFolio accounts monitored and build relationship with the advisors
- By: Fiona Collie
- January 19, 2016 January 19, 2016
- 13:00
Mega teams poised to acquires assets of retiring advisors
Advisory teams with more than US$500 million in AUM already control a disproportionately large share of the advisory market
- By: James Langton
- January 19, 2016 January 19, 2016
- 11:20
Basel revisions could lead to bank restructuring: report
Banks will have a 40% higher market risk capital requirement under the new regime
- By: James Langton
- January 18, 2016 January 18, 2016
- 15:40
Scotiabank looks to Pacific Alliance countries for future growth: CEO
Toronto-based Bank of Nova Scotia is expecting earnings from its operations in Latin America to grow steadily over the next few years as the region’s…
- By: Alexandra Posadzki
- January 18, 2016 January 18, 2016
- 14:15
Moody’s seeks feedback on assessing green bonds
The credit rating agency has published its proposed methodology for evaluating green bonds
- By: James Langton
- January 18, 2016 January 18, 2016
- 11:50
Advisors could help millennials understand the benefits of RRSPs
Almost eight in 10 Canadians between the ages of 18 and 33 are unaware their RRSPs could help them buy their first home or help…
- By: Tessie Sanci
- January 18, 2016 January 18, 2016
- 11:15
DBRS places GMP Capital under review
The brokerage firm recently announced cost-cutting measures
- By: James Langton
- January 15, 2016 January 15, 2016
- 11:45
National Bank expands Private Banking 1859 to Western Canada
The opening of a branch in Calgary in the first step of National Bank’s private banking expansion into B.C. and Alberta
- By: Tessie Sanci
- January 14, 2016 January 14, 2016
- 16:15
Employees are the main source of cybersecurity breaches
PwC report finds that there are several innocent ways that an employee can become involved in a cyber attack
- By: Tessie Sanci
- January 13, 2016 January 13, 2016
- 17:45
Exempt market: OM exemption takes effect in Ontario
Under the new exemption, any investor can participate in these private offerings, subject to receiving upfront disclosure from the issuer
- By: James Langton
- January 13, 2016 January 13, 2016
- 12:15
GMP announces staff cuts and office closures
The brokerage firm is also eliminating its dividend payment as part of cost-cutting measures that will save the firm $40 million annually
- By: James Langton
- January 13, 2016 January 13, 2016
- 10:30
Scotiabank partners with Queen’s on new customer analytics research centre
The new program will help the bank understand what clients value, and how their values evolve, so they can be served better
- By: Rudy Mezzetta
- January 12, 2016 January 12, 2016
- 17:10
Discount brokerage introduces commission-free model
Virtual Brokers is now offering traders a monthly platform fee instead of the more traditional per-trade pricing model
- By: Fiona Collie
- January 12, 2016 January 12, 2016
- 16:50
Retail investors present challenge for EU bank resolution: Fitch
Losses forced on retail investors may be politically unacceptable
- By: James Langton
- January 12, 2016 January 12, 2016
- 16:10
Invesco acquires advisor-technology provider Jemstep
Silicon Valley firm focuses on helping advisors deliver professional advice to their clients online
- By: James Langton
- January 12, 2016 January 12, 2016
- 11:00
Few corporate women believe C-suite is achievable: survey
A dearth of mentors and inequality on the home front are two of the challenges women face
- By: James Langton
- January 11, 2016 January 11, 2016
- 13:00