Canada needs a national seniors strategy: report
Ensuring that Canadians are adequately prepared for retirement will require a number of reforms
- By: James Langton
- October 7, 2015 October 7, 2015
- 11:20
Latest news in Industry News
October is a good time to get help educating clients
There are various resources in place to help clients learn more about the importance of receiving good advice that’s provided by professional, licensed advisors
- By: Tessie Sanci
- October 6, 2015 October 6, 2015
- 15:40
Former AIMCo exec owed incentive pay, court rules
No reasonable explanation for denial of long term incentive plan grants
- By: James Langton
- October 6, 2015 October 6, 2015
- 15:00
AIMA publishes cyber security guide
Vigilance and preparedness is key for alternative asset managers
- By: James Langton
- October 6, 2015 October 6, 2015
- 10:00
Canadians value in-person communications for complex banking
It's up to banks to deliver digital innovation and hands on advice
- By: Tessie Sanci
- October 5, 2015 October 5, 2015
- 15:10
Putting a spotlight on client fees
Don’t hide your fees from clients. Make them clear and demonstrate the value you provide
- By: Tessie Sanci
- October 5, 2015 October 5, 2015
- 11:30
Conifer expansion adds fuel to Halifax growth in financial services
The financial services sector now comprises more than 3,600 offices employing approximately 19,000 people in Nova Scotia’s capital city
- By: donalee Moulton
- October 5, 2015 October 5, 2015
- 11:00
Courting the mass affluent
Millennials and Generation X are entering their peak income-earning and investment years
- By: Tessie Sanci
- October 2, 2015 October 2, 2015
- 15:35
The future of technology and financial advice
David Scandiffio, president & CEO, CIBC Asset Management, discusses the impact of technology on the future of financial advice, including “Robo-advisor” competition and the need…
- By: David Scandiffio
- October 2, 2015 December 15, 2017
- 12:30
Court will soon decide whether class-action lawsuit against Sun Life will be certified
The case, which relates to four universal life insurance products the firm inherited through an acquisition, is seeking a total of $2.5 billion in damages
- By: Megan Harman
- October 2, 2015 October 2, 2015
- 12:00
National Bank cutting jobs
Planned cuts would mainly affect its Quebec operations
- By: The Canadian Press
- October 2, 2015 October 2, 2015
- 06:00
Striking the right balance is critical to appeal to millennial clients
You need to have a substantial online presence, one that focuses on being mobile friendly, combined with a respect for millennials’ privacy to strike a…
- By: Tessie Sanci
- October 1, 2015 October 1, 2015
- 16:05
Advisors need to embrace technology fully, IFIC chairman recommends
There is a need to adapt to change, but not just for millennial clients, panel discussion recommends
- By: Jade Hemeon
- October 1, 2015 October 1, 2015
- 11:25
Canaccord Genuity makes key changes to management team
New president and CEO Dan Daviau has brought on industry veteran Pat Burke and promoted several others, including Stuart Raftus
- By: IE Staff
- October 1, 2015 October 1, 2015
- 09:30
Testamentary trusts will still be useful despite impending tax changes
Even though testamentary trusts will be taxed at the top tax rate next year, there are ways to use them effectively for clients, according to…
- By: Tessie Sanci
- October 1, 2015 October 1, 2015
- 08:20
CPPIB to invest $1B for energy infrastructure in Western Canada
Acquisitions will be identified and evaluated by Calgary-based Wolf Infrastructure
- By: The Canadian Press
- September 30, 2015 September 30, 2015
- 10:50
AGF reports rise in retail mutual fund sales
But net income in Q3 2015 was down by almost 20% to $14.8 million
- By: IE Staff
- September 30, 2015 September 30, 2015
- 10:30
RBC, TD join global banks in using Bitcoin technology
Project aims to develop commercial applications for distributed ledger technology in the global financial services industry
- By: James Langton
- September 30, 2015 September 30, 2015
- 09:00
Appeals court says SEC has authority to bring fraud cases in house
Case responds to hedge fund manager who argued the U.S. regulator’s internal process infringed on his constitutional rights
- By: The Associated Press
- September 29, 2015 September 29, 2015
- 12:45
Banking clients want more personalized services and wealth advice
Failure to deliver on changing consumer expectations could see banks lose business to new, innovative financial service firms, survey suggests
- By: Rudy Mezzetta
- September 29, 2015 September 29, 2015
- 12:00
CIBC to set targets for gender diversity
OSC roundtable reviewing the representation of women on corporate boards and in executive officer positions
- By: Alexandra Posadzki
- September 29, 2015 September 29, 2015
- 10:30
Alberta court dismisses lawsuit against insurance brokerage employee
Transamerica Life had alleged that the employee should have reported an alleged scheme to generate improper commissions.
- By: James Langton
- September 29, 2015 September 29, 2015
- 09:20
Investment industry’s outlook remains positive despite major challenges
Market volatility and rising regulatory burdens are taking their toll, but certain segments of the industry are adapting to thrive
- By: James Langton
- September 29, 2015 September 29, 2015
- 09:10
Canadian advisors expect double-digit growth in the year ahead
Advisors see market performance and volatility as well as the emerging threat of robo-advisors as obstacles to their growth
- By: James Langton
- September 29, 2015 September 29, 2015
- 05:00
New ITG report explores EU’s unbundling of trading commissions and investment research
The impact of unbundling will differ based on the size of the firm and the markets in which it operates, new ITG report finds
- By: James Langton
- September 28, 2015 September 28, 2015
- 14:45