FMFD announces 2016 board
Nine mutual fund dealer execs on trade association board
- By: IE Staff
- December 7, 2015 December 7, 2015
- 15:55
Latest news in Industry News
In-person meetings to remain critical growth driver, advisors say
Advisors will also need to use technology to improve productivity and free up time to spend with clients, survey finds
- By: Fiona Collie
- December 7, 2015 December 7, 2015
- 15:30
Supreme Court rules that class-action lawsuit against CIBC can proceed to trial
The bank is alleged to have failed to adequately disclose its exposure to the U.S. subprime market
- By: Alexandra Posadzki
- December 4, 2015 December 4, 2015
- 16:15
SHARE calls for clarity on class-action limitation periods
SCC decisions prompt shareholder advocacy group to recommend that legislators should follow Ontario’s lead
- By: James Langton
- December 4, 2015 December 4, 2015
- 15:00
Confidence is a motivating factor in seeking financial planning advice
Study finds that those who experience financial stress and lacking in confidence are less likely to seek financial help
- By: Tessie Sanci
- December 3, 2015 December 3, 2015
- 17:45
Will Canada become the North American hub for Islamic finance?
Canada’s proportionately larger Muslim population vs the U.S. and sterling reputation for economic strength and stability gives the country advantages to win this business
- By: Rudy Mezzetta
- December 3, 2015 December 3, 2015
- 16:15
New online tool aims to help HNW clients
Collins Barrow Toronto’s “What’s Your Number” will assist HNW clients in understanding their finances
- By: Tessie Sanci
- December 3, 2015 December 3, 2015
- 11:50
Fiera wins pension award
The award acknowledges Fiera’s performance and ability to grow AUM
- By: Tessie Sanci
- December 3, 2015 December 3, 2015
- 10:50
TD Bank Q4 profit rises to $1.84 billion
Core Canadian retail banking arm up 15%
- By: The Canadian Press
- December 3, 2015 December 3, 2015
- 07:55
Wealthsimple buys discount brokerage
Robo-advisor will be able to work more closely with advisors as a result of the transaction
- By: Tessie Sanci
- December 2, 2015 December 2, 2015
- 15:45
Insurer loses bid to remove lawyer from lawsuit
Former in-house lawyer has insider’s knowledge of firm’s business practices and litigation strategies, Manulife argues
- By: James Langton
- December 2, 2015 December 2, 2015
- 11:55
Sun Life increases its operations in India
With the acquisition of about $340 million in Birla Sun Life Insurance shares, Sun Life will now own 49% of the firm, up from 26%
- By: Tessie Sanci
- December 2, 2015 December 2, 2015
- 11:30
BMO Harris completes acquisition
GE Capital’s former transportation finance business is now known as BMO Transportation Finance
- By: Tessie Sanci
- December 1, 2015 December 1, 2015
- 11:45
Dundee moves forward in its wealth-management strategy
The firm is welcoming back Adam Donsky, formerly of Dynamic Funds, as CIO of Goodman and Co. Investment Counsel
- By: Tessie Sanci
- December 1, 2015 December 1, 2015
- 11:15
U.S. court upholds US$75-million ruling against RBC
The Supreme Court of Delaware denied RBC’s appeal from a lower court ruling that held the firm liable to a class of Rural/Metro Corp. shareholders
- By: James Langton
- December 1, 2015 December 1, 2015
- 11:00
Big four audit quality inconsistent across firms: report
The CPAB’s 2015 inspections focused on audits of smaller companies
- By: James Langton
- December 1, 2015 December 1, 2015
- 09:50
Help us improve our website
Give us your feedback and you could win a $50 Petro-Canada gift card
- By: IE Staff
- December 1, 2015 December 1, 2015
- 00:00
Cash is still king in funding illegal activities
There are several reasons why the use of bitcoin to fund illegal activities, such as terrorist operations, is not a major factor at this time
- By: Tessie Sanci
- November 30, 2015 November 30, 2015
- 16:45
Low interest rates represent an ongoing struggle for lifecos
Life insurers also face the difficult task of keeping up with various other competitive pressures and changes in consumer expectations
- By: Megan Harman
- November 30, 2015 November 30, 2015
- 15:15
Waterloo, Intact Financial seek ways to reduce damage from severe weather
New research centre focused on adaptation to climate change
- By: James Langton
- November 30, 2015 November 30, 2015
- 10:20
Key demographics ripe for financial advice
Advisors could be doing a better job of connecting with their clients’ children, DIY investors and women clients
- By: Tessie Sanci
- November 30, 2015 November 30, 2015
- 08:00
Updating your subscriber profile on investmentexecutive.com
Help us to deliver content that’s better suited to your needs
- By: IE Staff
- November 30, 2015 November 30, 2015
- 00:00
Court dismisses bid to reopen takeover agreement
Private equity firm sough to improve execs’ chances of claiming tax deduction
- By: James Langton
- November 27, 2015 November 27, 2015
- 16:00
Suncor won’t extend COS takeover offer
COS shareholder rights plan should be struck down, Suncor says
- By: Ian Bickis
- November 26, 2015 November 26, 2015
- 17:35
Financial services sector has critical role in Canadian economy: report
Governments and regulators must be careful in balancing their job in protecting investors with the impact these reforms could have on the sector and the…
- By: Tessie Sanci
- November 26, 2015 November 26, 2015
- 16:45