Acquisition of Assurant Employee Benefits business creates a leader in U.S. group benefits providing protection to more than 64,000 employers
Adding a voluntary component to the CPP would be complex to set up and costly to administer
Profits from the sale of securities rise 14.9%
Research products will help clients flag possible ESG risks
Terry Hetherington assumes new role within firm’s private client group
Startup FeeX aims to provide U.S. retail investors with greater transparency on fees
Economic news is improving on several fronts
Consumers warned to delete fraudulent message
Firms need to establish a culture of compliance —starting at the top of the organization
New voice-recognition technology designed to enhance security and improve efficiency for advisors and their clients
Real estate investment advisor added to institutional investment platform
Warn clients about the importance of proper estate planning
Assets increased by 11.5%; premium revenues improved by 7.7% year-over-year
Expansion would require costly new infrastructure to administer individual accounts
Sale to SYZ Group completed on Aug. 28
Senior executives to lead efforts in key areas
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
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