Ontario tax preparer loses bid to quash CRA search warrants
Request to file personal tax returns not intended to further the CRA’s criminal investigation
- By: James Langton
- September 10, 2015 September 10, 2015
- 09:00
Latest news in Industry News
Sun Life to acquire U.S. employee benefits business for US$975M
Acquisition of Assurant Employee Benefits business creates a leader in U.S. group benefits providing protection to more than 64,000 employers
- By: IE Staff
- September 9, 2015 September 9, 2015
- 16:30
Enhance existing vehicles to spark higher retirement savings levels: IFIC
Adding a voluntary component to the CPP would be complex to set up and costly to administer
- By: James Langton
- September 9, 2015 September 9, 2015
- 12:00
Employer-sponsored pension assets climb in Q1
Profits from the sale of securities rise 14.9%
- By: James Langton
- September 9, 2015 September 9, 2015
- 10:10
ISS announces strategic partnership with RepRisk
Research products will help clients flag possible ESG risks
- By: James Langton
- September 8, 2015 September 8, 2015
- 14:20
Management changes at Raymond James
Terry Hetherington assumes new role within firm’s private client group
- By: Fiona Collie
- September 8, 2015 September 8, 2015
- 11:45
“Robin Hood” of fees attracts new investment
Startup FeeX aims to provide U.S. retail investors with greater transparency on fees
- By: James Langton
- September 8, 2015 September 8, 2015
- 11:15
Interest rate cuts no longer expected
Economic news is improving on several fronts
- By: James Langton
- September 4, 2015 September 4, 2015
- 14:30
Fraudster impersonating CBA in phishing email
Consumers warned to delete fraudulent message
- By: James Langton
- September 2, 2015 September 2, 2015
- 16:00
Focus on best interests raising expectations for dealer conduct
Firms need to establish a culture of compliance —starting at the top of the organization
- By: James Langton
- September 2, 2015 September 2, 2015
- 12:30
Manulife enhances caller experience
New voice-recognition technology designed to enhance security and improve efficiency for advisors and their clients
- By: Megan Harman
- September 1, 2015 September 1, 2015
- 12:00
Sun Life completes acquisition of Bentall Kennedy
Real estate investment advisor added to institutional investment platform
- By: Tessie Sanci
- September 1, 2015 September 1, 2015
- 10:00
Many older Canadians still without a will: CIBC survey
Warn clients about the importance of proper estate planning
- By: Tessie Sanci
- August 31, 2015 August 31, 2015
- 12:05
Life and health insurance industry records robust growth in 2014
Assets increased by 11.5%; premium revenues improved by 7.7% year-over-year
- By: Fiona Collie
- August 31, 2015 August 31, 2015
- 10:55
IIAC opposes voluntary supplement to CPP
Expansion would require costly new infrastructure to administer individual accounts
- By: James Langton
- August 31, 2015 August 31, 2015
- 10:20
RBC completes sale of Swiss private banking business
Sale to SYZ Group completed on Aug. 28
- By: IE Staff
- August 31, 2015 August 31, 2015
- 09:30
CIBC strengthens focus on clients
Senior executives to lead efforts in key areas
- By: Tessie Sanci
- August 27, 2015 August 27, 2015
- 17:00
Wealthy clients feeling the squeeze from parental commitments
Many high net-worth clients are putting off their plans and dipping into their savings to help their children through post-secondary education and beyond
- By: Tessie Sanci
- August 27, 2015 August 27, 2015
- 16:40
Richardson GMP turns focus to alternative investments
Acquisition of asset-management firm will help advisors and their wealthy clients, who seek interesting investments non-correlated to the stock markets
- By: Fiona Collie
- August 27, 2015 August 27, 2015
- 14:45
Beacon Securities to divest its retail operations next week
The Halifax-based firm will turn its attention toward to its institutional operations, fixed-income and equity capital markets
- By: donalee Moulton
- August 27, 2015 August 27, 2015
- 11:00
Average Canadian family spends more on taxes than basic necessities
In 2014, 42.1% of income went to taxes while 36.6% went to basic necessities
- By: IE Staff
- August 27, 2015 August 27, 2015
- 08:50
Time to break down regulatory silos, says IAP
Ontario’s current system suffers from gaps in investor protection
- By: James Langton
- August 26, 2015 August 26, 2015
- 14:00
BlackRock acquires U.S. robo-advisor
FutureAdvisor’s digital platform will be available to U.S. financial services institutions once the deal closes. Plans to expand internationally will be considered in time
- By: Fiona Collie
- August 26, 2015 August 26, 2015
- 12:40
Canadians can expect average salary increases of 2.4% in 2015: survey
Workers in the oil and gas sector are now projected to receive the lowest pay increases
- By: IE Staff
- August 26, 2015 August 26, 2015
- 10:40
Salesforce introduces CRM tool specifically for financial services
The Salesforce Financial Services Cloud application will allow advisors to access the information they need from any device
- By: Tessie Sanci
- August 25, 2015 August 25, 2015
- 15:00