Nest Wealth expands to Manitoba and Alberta
The robo-advisor firm also intends to launch in B.C. in early 2016 and to expand into the rest of the country by the end of…
- By: Fiona Collie
- November 26, 2015 November 26, 2015
- 15:50
Latest news in Industry News
Insurance advisor entitled to missed commissions
A B.C. advisor claimed she did not receive her share of commissions after leaving multi-advisor firm
- By: James Langton
- November 26, 2015 November 26, 2015
- 15:05
CSE signs MoU with Taipei Exchange
The agreement is designed to further development of securities markets in Canada and Taiwan
- By: IE Staff
- November 26, 2015 November 26, 2015
- 13:45
AIMCo secures recovery in MF Global
The Alberta pension fund manager has successfully recovered more than US$200 million on behalf of investors
- By: James Langton
- November 26, 2015 November 26, 2015
- 12:00
WXN reveals 2015 Canada’s most powerful women
Financial services execs are among the top 100 award winners
- By: IE Staff
- November 26, 2015 November 26, 2015
- 09:30
Advisors can play crucial role in ensuring clients have emergency savings
Manulife Bank report reveals that those who work with a financial advisor are in better financial shape and better prepared to deal with an unexpected…
- By: Tessie Sanci
- November 26, 2015 November 26, 2015
- 07:30
New tool being developed to measure effectiveness of financial literacy programs
The CBA will fund the initiative while Prosper Canada will lead the research and development for the system
- By: Tessie Sanci
- November 25, 2015 November 25, 2015
- 16:40
New app helps planners use unified Projection Assumption Guidelines
App available to CFP, Pl. Fin. professionals
- By: IE Staff
- November 25, 2015 November 25, 2015
- 16:00
PMAC Conference: Building a solid foundation of trust with clients is vital
Understanding clients’ emotions and establishing your value as an advisor are important ways to build trust
- By: Rudy Mezzetta
- November 25, 2015 November 25, 2015
- 13:40
Federal leadership needed on retirement income reforms: Mintz
Solutions such as Ontario’s ORPP won’t work, he says. Expanding the CPP is an option, as are increasing limits for TFSAs, RPPs and RRSPs
- By: Tracy LeMay
- November 25, 2015 November 25, 2015
- 09:50
Engage with companies to improve their ESG performance
Dealing with companies directly to improve their environmental, social and governance performance is a better alternative than avoiding sectors, PMAC panelist argues
- By: Tessie Sanci
- November 24, 2015 November 24, 2015
- 16:55
Canadians considering DIY investing, TD survey finds
More than one-third of Canadians who don’t do any self-directed investing say they would consider it in the future
- By: IE Staff
- November 24, 2015 November 24, 2015
- 15:00
Mackenzie to enter ETFs business in 2016
The Toronto-based firm is the third mutual fund company to announce that it will be getting into ETFs within the past week
- By: Leah Golob
- November 24, 2015 November 24, 2015
- 13:15
Two Canadian insurance executives appointed to LL Global board
Rino D’Onofrio of RBC Insurance was elected vice chairman and Anthony Garcia of Foresters was appointed to a three-year term on the board
- By: Megan Harman
- November 24, 2015 November 24, 2015
- 12:10
U.K. regulators launch review of “Big Data”
The review will focus on how consumers and competition in the insurance industry may be impacted as firms make greater use of data
- By: James Langton
- November 24, 2015 November 24, 2015
- 10:30
ISS to expand coverage of Canadian firms
QuickScore will now include more than 150 companies outside the S&P/TSX composite index
- By: James Langton
- November 24, 2015 November 24, 2015
- 10:25
Court rules in favour of advisor against former dealer
Alberta court finds that a former mutual fund rep with Pewter Financial is owed more than $130,000 in unpaid commissions
- By: James Langton
- November 24, 2015 November 24, 2015
- 10:05
SIFMA announce key findings of cyber security exercise
Report highlights the importance of enhanced information sharing and co-ordination among the public and private sectors
- By: James Langton
- November 23, 2015 November 23, 2015
- 15:45
U.S. advisor headcount rises in 2014
Advisors are hiring junior team members so they can refocus their own efforts on their largest and most ideal clients
- By: James Langton
- November 23, 2015 November 23, 2015
- 12:45
Manulife the latest financial firm to join MaRS
MaRS Discover District’s fintech cluster will house the Toronto location of Manulife’s Lab of Forward Thinking
- By: Tessie Sanci
- November 23, 2015 November 23, 2015
- 12:25
U.K. asset manager review to likely lead to higher costs, lower revenues
Greater competitiveness could boost industry inflows
- By: James Langton
- November 23, 2015 November 23, 2015
- 11:30
Investia to acquire Planifax
The deal for the Quebec-firm is expected to close in January.
- By: IE Staff
- November 23, 2015 November 23, 2015
- 10:30
Bank of Canada begins search for new deputy
Deputy Governor Agathe Côté to retire in January
- November 23, 2015 January 22, 2018
- 09:30
New pension law reflects changing expectations
A new amendment that requires pension plans to state whether ESG factors are incorporated in their statement of principles did not attract much debate
- By: Fiona Collie
- November 19, 2015 November 19, 2015
- 17:35
How to deal with seniors suffering from diminished capacity
Know how to handle the unique circumstances facing the various types of older clients who are still capable of making decisions but prefer help
- By: Tessie Sanci
- November 19, 2015 November 9, 2019
- 17:20