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
“Successful Steps to a Retirement Rendezvous” guide honoured
U.S. study also finds that UHNW investors have high expectations for their portfolio returns although many fear running out of money
Application by Vancouver-based RSP Generation LP dismissed
Purchase strengthens distribution system in Ottawa
Ian Russell argues that Canadians already have a tax-free tool in the form of the TFSA to use for large purchases such as a home
State Farm acquisition lifts insurance operations
But students are thinking ahead and trying to save enough to be able to cover their academic expenses
The acquisition is one element of B2B Bank’s long-standing interest in adding to its investment loan portfolio
Home purchases, home renovations and education expenses are among the major contributors to Canadian household debt
Research also shows that professionals who hold a CFA and manage money saw their AUM rise to an average of $4.2 billion in 2014 from…
Purchase of back-office services provider will strengthen Markit’s offerings and allow the firm to serve its clients better