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…
Acquisitions will be identified and evaluated by Calgary-based Wolf Infrastructure
But net income in Q3 2015 was down by almost 20% to $14.8 million
Project aims to develop commercial applications for distributed ledger technology in the global financial services industry
Case responds to hedge fund manager who argued the U.S. regulator’s internal process infringed on his constitutional rights
Failure to deliver on changing consumer expectations could see banks lose business to new, innovative financial service firms, survey suggests
OSC roundtable reviewing the representation of women on corporate boards and in executive officer positions
Transamerica Life had alleged that the employee should have reported an alleged scheme to generate improper commissions.
Market volatility and rising regulatory burdens are taking their toll, but certain segments of the industry are adapting to thrive
Advisors see market performance and volatility as well as the emerging threat of robo-advisors as obstacles to their growth
The impact of unbundling will differ based on the size of the firm and the markets in which it operates, new ITG report finds
ISS will publish draft policies for public comment on Oct. 26 and release its final policies for the 2016 proxy season in mid-November
CME Group and CFETS will commit to the joint development and innovation of offshore Chinese yen-denominated products
LedgerX is seeking approval from authorities to trade and clear options on the Bitcoin virtual currency
U.S. index provider has seen a surge in demand for data and indices that incorporate environmental, social and governance factors
Although more than four-fifths of Canadians see slow growth in the year ahead, almost than half of their investment portfolios are in Canadian assets
Female advisors, especially, are in a unique position to capture business from this demographic as 80% of women leave their advisor when their spouse passes…
The session will examine the startup exemption that aims to help small businesses raise capital from Internet funding portals
The decision to extend Maijoor’s and Ross’s contracts was based on an evaluation of their work and the organization’s ongoing needs
ModernAdvisor will aim to identify and track clients’ financial goals, alert them if they are falling short and make recommendations to get back on track
OLHI also finds increased website usage and has plans to improve its public communications
Firm recommends that affected investors work with advisor and a U.S. tax professional
The regulatory framework for overseeing financial planners should be developed joined by regulators, SROs and the FPSC, according to PMAC
The firm also agreed to implement measures to help Desjardins become more efficient while remaining true to its co-operative values
Trendon Shavers faces a maximum sentence of 20 years in prison and a US$5 million fine for role in apparent Ponzi scheme involving the digital…