ASA formed to represent small and mid-sized securities dealers in the U.S.
New group will be the umbrella association for Bond Dealers of America, Equity Dealers of America
- By: James Langton
- February 24, 2016 February 24, 2016
- 10:40
Latest news in Industry News
Front Street Capital appoints CEO
Asset manager completes change in ownership
- By: James Langton
- February 24, 2016 February 24, 2016
- 08:45
IIAC seeks nominations to Investment Industry Hall of Fame
The 2016 inductees will be chosen based on their impact on the investment industry as well as their leadership, ethics and social responsibility
- By: Tessie Sanci
- February 23, 2016 February 23, 2016
- 14:20
Tridus launches “entirely mobile” advisor platform
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
- By: Fiona Collie
- February 23, 2016 February 23, 2016
- 11:00
Financial demands put damper on RRSP contributions
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…
- By: Tessie Sanci
- February 22, 2016 February 22, 2016
- 11:30
PlanPlus launches Canadian financial planning competition
Winners will be recognized at the annual CIFPs conference
- By: IE Staff
- February 19, 2016 February 19, 2016
- 15:40
New online entrant aims to differentiate itself from robo-advisors
After filling a risk profile online, clients will be contacted by Antya Investments’ founder and portfolio manager to discuss investment options
- By: Tessie Sanci
- February 18, 2016 February 18, 2016
- 14:15
Sustainalytics and Glass Lewis form strategic partnership
Sustainalytics will provide its data for the development of an ESG profile page that will be incorporated into Glass Lewis’ proxy research reports
- By: Tessie Sanci
- February 18, 2016 February 18, 2016
- 12:00
CPPIB, partner invest US$555 million in retirement properties in Florida
The fund manager will own 45% of a new joint venture that will buy the Aston Gardens properties
- By: The Canadian Press
- February 18, 2016 February 18, 2016
- 10:00
Blockchain developer Digital Asset announces strategic relationships
Alliances with Accenture, Broadridge and PwC will accelerate innovation, drive growth, company says
- By: James Langton
- February 17, 2016 February 17, 2016
- 15:40
Canadian retirees with advisors are satisfied savers
On average, Canadian retirees are living on 62% of the income they had prior to retirement
- By: Tessie Sanci
- February 17, 2016 February 17, 2016
- 14:55
Investors’ trust in Canada’s financial services sector is waning
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…
- By: Tessie Sanci
- February 17, 2016 February 17, 2016
- 14:30
CRA streamlines notices of assessment
The most important information is clearly displayed with the account summary on the first page of the tax assessment
- By: James Langton
- February 16, 2016 February 16, 2016
- 14:50
Oil prices, low dollar depressing investor confidence
The Manulife Investor Sentiment Index is at its lowest since financial crisis
- By: Tessie Sanci
- February 16, 2016 February 16, 2016
- 12:40
WealthBar goes bilingual
Robo-advisor firm aims to cater to French-speaking Canadians by offering its services in their language
- By: IE Staff
- February 16, 2016 February 16, 2016
- 11:20
Nasdaq to acquire Marketwired
The stock exchange operator is buying the newswire and investor relations service from OMERS Private Equity
- By: James Langton
- February 12, 2016 February 12, 2016
- 12:40
Ontario moves to make credit unions more competitive
Proposals include raising the deposit insurance coverage limit and allowing CUs to own insurance brokerages
- By: James Langton
- February 12, 2016 February 12, 2016
- 11:20
CI Financial names Peter Anderson as CEO
The now former interim CEO of Aston Hill and one-time CI executive returns to replace Stephen MacPhail
- By: IE Staff
- February 11, 2016 February 11, 2016
- 17:20
PMAC urges feds to make changes to retirement and pension regime
The association is also calling on Ottawa to continue working with the provinces on establishing the co-operative capital markets regulator
- By: Rudy Mezzetta
- February 11, 2016 February 11, 2016
- 17:00
Securities class action filings in Canada plummet: report
Seven class actions were settled, or tentatively settled, in 2015, and six cases were dismissed
- By: James Langton
- February 11, 2016 February 11, 2016
- 12:50
Losses in oil and gas sector bite into Manulife’s Q4 earnings
Volatility in energy prices could make it difficult for the company to meet its core profit goal of $4 billion this year
- By: The Canadian Press
- February 11, 2016 February 11, 2016
- 10:00
CPPIB chief says foreign holdings helped investment return in latest quarter
The fund’s Canadian equity portfolio lost value over the same period
- By: David Paddon
- February 10, 2016 February 10, 2016
- 16:45
Financial firms help launch blockchain “Hyperledger Project”
The projects aims to build an open-source platform to use blockchain technology to streamline business processes in a variety of industries
- By: James Langton
- February 10, 2016 February 10, 2016
- 15:00
ICE Clear Canada receives approval as third-country CCP
The recognition will allow it to provide clearing services to European clients
- By: James Langton
- February 10, 2016 February 10, 2016
- 10:10
AIMA publishes guide to operational risk management
Hedge fund managers are facing increased scrutiny from institutional investors, regulators and the media
- By: James Langton
- February 9, 2016 February 9, 2016
- 16:25