Report calls for simplified probate process for small estates
The report aims to address concerns that the existing probate system is too costly for small estates
- By: James Langton
- November 19, 2015 November 19, 2015
- 11:30
Latest news in Industry News
U.K. bank scraps bonuses for retail staff
RBS measure aims to rebuild trust by ensuring that employees in branches and call centres are solely focused on customers’ needs
- By: James Langton
- November 19, 2015 November 19, 2015
- 10:40
Women occupy 19.5% of seats on corporate boards, study finds
The rise follows the introduction of a new “comply or explain” policy by securities regulators
- By: Alexandra Posadzki
- November 19, 2015 November 19, 2015
- 07:55
IFB, CDPSF form new strategic partnership
Industry associations unite to strengthen training for independent advisors
- By: IE Staff
- November 18, 2015 November 18, 2015
- 15:50
Watch what you say when speaking with prospective clients
Try not to talk too much, ask clients what they would like to know and say things in a way that’s easy for clients to…
- By: Tessie Sanci
- November 18, 2015 November 9, 2019
- 15:40
Study reveal significant gender gap in financial literacy levels
Canada’s 17-percentage-point gap is twice as large as in the other G7 advanced economies
- By: James Langton
- November 18, 2015 November 18, 2015
- 12:00
Retiring Canadians concerned about not having a financial plan
Although most are worried about what they’ll need financially, retirement funds are going further than most retirees expected
- By: Tessie Sanci
- November 18, 2015 November 18, 2015
- 10:00
New rule to allow U.S. states to introduce retirement savings plans
Some U.S. states have already passed legislation to create retirement savings vehicles, but concerns have hindered these efforts
- By: James Langton
- November 17, 2015 November 17, 2015
- 16:35
Industrial Alliance Securities acquires Burgeonvest Bick
The transaction will add $840 million in AUA and a network of licensed advisors across southern Ontario
- By: IE Staff
- November 17, 2015 November 17, 2015
- 16:25
Piper Jaffray to acquire Simmons for US$139 million
The business will be integrated into Piper Jaffray’s equities and investment banking group but continue to operate under the Simmons brand
- By: James Langton
- November 17, 2015 November 17, 2015
- 15:55
Institutional investors taking on more risk
The proportion of asset allocators overweight in equities has risen significantly
- By: James Langton
- November 17, 2015 November 17, 2015
- 15:55
Canadians woefully uninformed about annuities, poll finds
Although 94% of Canadians would like to have guaranteed income for life in retirement, 61% say they don’t understand what an annuity is and how…
- By: Megan Harman
- November 17, 2015 November 17, 2015
- 12:40
Alberta court rules purported loan agreements were securities
The Alberta court has overturned a lower court ruling that acquitted three men earlier this year
- By: James Langton
- November 17, 2015 November 17, 2015
- 11:15
AGF enters ETF space with acquisition of U.S. firm
FFCM will bring its expertise and platform to Canada while the firm will also provide AGF greater distribution capabilities in the U.S.
- By: IE Staff
- November 17, 2015 November 17, 2015
- 10:35
AIG opens up board nomination process
Following in Goldman Sachs’ footsteps, the insurance giant will allow certain shareholders to nominate 20% of its board
- By: James Langton
- November 17, 2015 November 17, 2015
- 10:05
Greater clarity needed on fees
Clients are unsure of what services they paid for, but they still prefer to pay for advice through an ongoing fixed commission
- By: Tessie Sanci
- November 16, 2015 November 16, 2015
- 15:00
Individual investors, not institutions, shape asset management’s future
Organic growth for the industry is expected to slow to 2% by 2020
- By: James Langton
- November 16, 2015 November 16, 2015
- 14:50
Major elements of proposed class-action lawsuit against Sun Life have been dismissed
But the court wants more evidence on the claims of policyholders who bought two types of UL policies
- By: Megan Harman
- November 16, 2015 November 16, 2015
- 13:35
Intecontinental Exchange to buy Trayport
U.K. firm will provide access to a broader range of risk management and analytics services as the OTC markets evolve
- By: James Langton
- November 16, 2015 November 16, 2015
- 09:20
Trust and fees are barriers when choosing an advisor, survey finds
New research released in the lead-up to Financial Planning Week
- By: Tessie Sanci
- November 13, 2015 November 13, 2015
- 16:15
Robo-advisors face obstacles to growth, study finds
Many Canadian investors don’t seem to understand the impact of fees on their portfolios
- By: James Langton
- November 13, 2015 November 13, 2015
- 12:50
iA Financial acquires Quebec City-based insurance brokerage BBA
The purchase will add approximately 200 independent insurance advisors to iA Financial’s MGA subsidiary, National Financial Insurance Agency
- By: Megan Harman
- November 13, 2015 November 13, 2015
- 11:55
A worthy choice for HNW clients’ charitable giving
A community foundation that is receptive to giving the donor control over his or her investments could be attractive for some HNW clients
- By: Tessie Sanci
- November 13, 2015 November 13, 2015
- 10:35
Purpose Capital to represent Nexus social investing network
Assaf Weisz will lead Nexus Canada as national director
- By: James Langton
- November 12, 2015 November 12, 2015
- 15:30
AGF to sponsor CFL Coach of the Year Award
Sponsorship recognizes the value of advice on and off the field
- By: IE Staff
- November 12, 2015 November 12, 2015
- 14:10