Acquisition of asset-management firm will help advisors and their wealthy clients, who seek interesting investments non-correlated to the stock markets
The Halifax-based firm will turn its attention toward to its institutional operations, fixed-income and equity capital markets
In 2014, 42.1% of income went to taxes while 36.6% went to basic necessities
Ontario’s current system suffers from gaps in investor protection
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
Workers in the oil and gas sector are now projected to receive the lowest pay increases
The Salesforce Financial Services Cloud application will allow advisors to access the information they need from any device
Going completely digital would save billions
Growth in premiums and individual insurance sales
Nine months after the acquisition of Toronto-based NexGen, Natixis has made several key changes
Rick Weed, who recently joined the firm, will take over the management of various mandates from Chuck Roth, who retired from Mackenzie
Although the court struck down several of the proposed grounds for a class action, a couple of claims will be considered at a certification motion…
The judge sided with the defendants, ruling that the case was brought after the two-year limitation period had expired
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the Advisors’ Report Card 2015. This year’s Report Card…
The Tories, Liberals and NDP announce promises to ease the financial burden on parents and those seeking compassionate care benefits
With analysis showing that social media use can produce double-digit increases in certain business metrics for advisors, firm launches program to ensure social media is…
One of the main goals of the report is to help individuals understand the various ways they can find themselves beholden to the U.S. tax…
Nevertheless, investors are confused about their investment performance and the fees their advisors and firms charge for investment advice
B.C. appeal court ruling largely dismisses banks’ appeals
Scammers are calling claiming to represent the RCMP and seeking to collect fines or income taxes
The new order type aims to enhance the quality of execution for long-term investors that aren’t speed sensitive
Court also asked to rule on whether the proposed new federal legislation designed to address systemic risk exceeds Parliament’s authority
The broker frequently referred clients to other brokers, including his ex-common law spouse and his girlfriend
New research suggests that combining the scalability of technology with advisor relationships will enable wealth managers to increase their market position
Bridgehouse scholarship program applicants reveal risk-taking traits greater than widely believed