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
Latest news in Industry News
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
Manulife Q3 profit down from a year ago
Insurer reports double-digit growth in insurance sales and positive net flows in wealth and asset management businesses
- By: The Canadian Press
- November 12, 2015 November 12, 2015
- 13:55
Court approves $32.5M settlement with Sino-Forest underwriters
The class-action settlement is believed to be the largest with a group of underwriters in Canadian history
- By: James Langton
- November 12, 2015 November 12, 2015
- 11:10
Canadians feeling less charitable in 2015
A lower percentage of Canadians plan to donate a lower annual total this year vs 2014, but the average percentage of people willing to donate…
- By: IE Staff
- November 12, 2015 November 12, 2015
- 10:30
DAC 2015: Robo-advisors face challenges
It takes U.S. firms four years to recoup their client acquisition costs
- By: Tracy LeMay
- November 12, 2015 November 9, 2019
- 07:40
Traditional wealth-management firms at risk of losing the next generation
Younger clients are turning to digital platforms, such as robo-advisors, as they’re accustomed to convenient and low-cost digital solutions in other services
- By: Rudy Mezzetta
- November 11, 2015 November 11, 2015
- 15:50
U.S. jury convicts pair for US$95M penny stock fraud
The two men were part of an international market manipulation scheme with ties to Canada
- By: James Langton
- November 11, 2015 November 11, 2015
- 15:10
DAC 2015: Advisors must make an effort to show their value
New report looks to gauge what investors think about their financial advisors and whether those opinions may change in the near future
- By: Tessie Sanci
- November 11, 2015 November 9, 2019
- 09:50
Financial sector faces technological risks
GRI conference attendees cite cyber security and disruptive technologies
- By: Tessie Sanci
- November 11, 2015 November 11, 2015
- 07:35
Catalyst Canada, WCM support women in business
Two organizations celebrate initiatives to improve opportunities for women
- By: Tessie Sanci
- November 10, 2015 November 10, 2015
- 16:35
Multi-billion lawsuit against TD Bank headed to trial
Stanford liquidators seeking damages of US$5.5 billion
- By: James Langton
- November 10, 2015 November 10, 2015
- 16:00
Rogers Insurance takes first step in national expansion strategy
Acquisition of CCV is part of a broader growth strategy for Rogers Insurance, which is interested in buying firms on the life and health insurance…
- By: Megan Harman
- November 10, 2015 November 10, 2015
- 13:50
TD Bank shakes up senior management ranks
Riaz Ahmed succeeds Colleen Johnston as chief financial officer
- By: Alexandra Posadzki
- November 10, 2015 November 10, 2015
- 13:10
DAC 2015: Plan to be cyber resilient
IIAC chief Ian Russell outlines the critical elements of an effective cyber security program
- By: Tracy LeMay
- November 10, 2015 November 9, 2019
- 07:30