RI-focused robo-advisor launches
ModernAdvisor, which is now available to investors after a three-month beta program, intends to appeal to environmentally-conscious younger clients
- By: Fiona Collie
- January 27, 2016 January 27, 2016
- 15:00
Latest news in Industry News
AGF joins UN responsible investing initiative
Firm announces new roles for two senior executives
- By: James Langton
- January 27, 2016 January 27, 2016
- 11:00
Northleaf Venture Catalyst Fund commits $30 million to two vencap funds
Investments in iNovia Capital and Information Venture Partners continue program of investing in Canadian high-potential venture funds and companies
- By: James Langton
- January 27, 2016 January 27, 2016
- 10:35
Robo-advisors: more friends than foes
The largest robo-advisor firm in the U.S. has launched a division that caters specifically to financial advisors
- By: Jade Hemeon
- January 27, 2016 January 27, 2016
- 10:00
Winners of 2015 DAC Young Advisors Award lauded
The Knowledge Bureau has also launched the search for its 2016 DAC Young Advisors Award winners
- By: IE Staff
- January 27, 2016 January 27, 2016
- 09:45
There’s much room for growth for fintech firms
Integration between existing financial institutions and upstarts appears to be underway, panel suggests
- By: Fiona Collie
- January 26, 2016 January 26, 2016
- 16:50
Invesco restructures its Trimark Canadian equities team
The unit will now be split into two groups, one focusing on Canadian equity and the other on Canadian equity income
- By: IE Staff
- January 26, 2016 January 26, 2016
- 12:40
Alberta court orders former advisor to pay DS $200,000
Larry Elford, who has since become an investment industry critic, sued his former firm unsuccessfully for constructive dismissal
- By: James Langton
- January 26, 2016 January 26, 2016
- 12:30
Sun Life announces $530-million group annuity deal
The insurer has entered into an annuity buy-in transaction with two unnamed Canadian pension plan sponsors
- By: James Langton
- January 26, 2016 January 26, 2016
- 10:40
TD rebranding of wealth-management unit to begin this week
The transformation involves engaging clients in a three-step approach to gain a deep understanding of their needs and values
- By: Rudy Mezzetta
- January 25, 2016 January 25, 2016
- 15:15
U.S. securities class action filings rise to greatest level seen since 2008
Estimated “investor losses” in 2015 totalled US$183 billion
- By: James Langton
- January 25, 2016 January 25, 2016
- 13:15
ACPM urges Ontario to delay ORPP implementation
Reforms to mandatory public pension reform “should occur on a national basis”
- By: James Langton
- January 25, 2016 January 25, 2016
- 11:40
Lee-Chin’s plan to ensure your wealthy clients’ children stay that way
Wealthy clients who invest successfully look to a few high-quality businesses and seek private companies focused on long-term growth
- By: Tessie Sanci
- January 22, 2016 January 22, 2016
- 11:55
Blockchain developer Digital Asset raises US$50 million
ASX selects firm to develop distributed ledger services for the Australian market
- By: James Langton
- January 22, 2016 January 22, 2016
- 11:15
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
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