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
Latest news in Industry News
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
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
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