HollisWealth to embrace robo-advisors
The Scotiabank subsidiary is the latest among the banks or bank-owned firms to enter the emerging digital advice platform
- By: Leah Golob
- October 13, 2015 October 13, 2015
- 14:30
Latest news in Industry News
Empire Life enhances online insurance application
New features based on advisor feedback
- By: IE Staff
- October 13, 2015 October 13, 2015
- 13:45
TMX Group joins MaRS FinTech cluster
The collaboration between MaRS and TMX Group is the latest development in MaRS’ focus on financial technology companies
- By: Tessie Sanci
- October 13, 2015 October 13, 2015
- 10:55
Strategic investors to acquire controlling stake in Front Street Capital
The purchase will provide Front Street Capital additional resources to continue its growth strategy
- By: Tessie Sanci
- October 9, 2015 October 9, 2015
- 16:00
Thinking Capital joins MaRS startups
Online alternative lender Thinking Capital will have further opportunities to connect with other fintech entrepreneurs
- By: Tessie Sanci
- October 8, 2015 October 8, 2015
- 16:15
RBC Wealth Management explores adding robo-advisor
The firm’s U.S. division is also in talks with digital advice providers as it considers increasing digital advice offering to clients
- By: Fiona Collie
- October 8, 2015 October 8, 2015
- 15:45
Private equity firm to acquire Russell Investments for US$1.15 billion
The LSE will keep Russell Investments’ index business as it sells off the asset-management business to TA Associates
- By: James Langton
- October 8, 2015 October 8, 2015
- 15:35
Settlement of $10 million reached in Cash Store class action
The lawsuit claims that borrowers were charged too much money for interest and fees on payday loans, lines of credit, credit cards, debit cards, insurance…
- By: Tessie Sanci
- October 8, 2015 October 8, 2015
- 14:45
IFIC chairman: Challenges can help industry grow
John Adams, chairman of the Investment Funds Institute of Canada, explains that the new regulatory environment, shifting demographics, and new technologies all add up to…
- By: John Adams
- October 8, 2015 December 15, 2017
- 11:00
RBC receives U.S. regulatory approval for City National acquisition
US$5.4 billion deal expected to closed on Nov. 2
- By: The Canadian Press
- October 8, 2015 October 8, 2015
- 06:00
CIBC partners with fintech firms to offer new services
The bank also announced it will take a restructuring charge of up to $200 million in the fourth quarter
- By: Alexandra Posadzki
- October 7, 2015 October 7, 2015
- 13:20
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
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