Timeline for major life events likely to change for Canadians
Advisors can help younger Canadians create a financial plan that will respond to each individual’s unique situations and aspirations
- By: Tessie Sanci
- August 11, 2015 August 11, 2015
- 13:50
Latest news in Industry News
Ontario Retirement Pension Plan key facts and figures
DC plans are defined as comparable with a minimum annual contribution rate of 8%, and employers must match at least 50%
- By: The Canadian Press
- August 11, 2015 August 11, 2015
- 13:40
Advisors can help calm investors’ jittery nerves
BMO survey finds that 97% of Canadians are anxious when thinking about their investments and making investing decisions
- By: Tessie Sanci
- August 11, 2015 August 11, 2015
- 10:15
More than 14,500 pass Level III CFA Exam in June
Canada is the third largest test market globally for the CFA Exam
- By: IE Staff
- August 11, 2015 August 11, 2015
- 09:30
Assante Hydrostone grows advisor team
Five Nova Scotia advisors moving from Beacon Securities
- By: IE Staff
- August 10, 2015 August 10, 2015
- 14:25
Financial portal launches Canadian edition
Investing.com rolls out new mobile website for Canadian investors
- By: IE Staff
- August 10, 2015 August 10, 2015
- 09:30
IIROC announces date for AGM
SRO members gather to elect directors
- By: James Langton
- August 10, 2015 August 10, 2015
- 08:40
CRA wrong to reassess corporation, court rules
Wesbild is entitled to refund interest and costs, the court says, adding it may seek special costs against the government based on its reprehensible conduct
- By: James Langton
- August 10, 2015 August 10, 2015
- 07:15
CitiFinancial not justified in firing branch manager, Alberta court rules
The judge found the former employee had made errors in judgment in dealing with a subordinate, but these errors did not justify dismissal
- By: James Langton
- August 7, 2015 August 7, 2015
- 15:50
Oil prices to remain depressed as demand fails to meet supply
Moody’s expects supply/demand equilibrium will eventually be reached at around US$75 a barrel for Brent crude, but not until the end of the decade
- By: James Langton
- August 7, 2015 August 7, 2015
- 14:40
Boomers’ visions of retirement off the mark
Advisors can help pre-retirees’ expectations fall more in line with retired boomers’ experience as RBC study finds a wide gap between them
- By: Tessie Sanci
- August 7, 2015 August 7, 2015
- 14:30
Manulife posts mixed results in Q2
Standard Life acquisition results in significant increase to seg fund sales, AUM and core earnings
- By: Tessie Sanci
- August 6, 2015 August 6, 2015
- 14:45
Madoff controller sentenced to prison
Irwin Lipkin participated in fraud by maintaining Madoff’s books for decades
- By: James Langton
- August 6, 2015 August 6, 2015
- 09:30
Canaccord Genuity’s cost-cutting efforts make positive impact
The firm suffered a year-over-year decline in net income and revenue, but it returned to profitability from a net loss in the previous quarter
- By: Tessie Sanci
- August 5, 2015 August 5, 2015
- 16:20
Decision on risk and large asset managers applauded
IIAC’s Ian Russell says regulatory move could boost support for CCMR
- By: James Langton
- August 5, 2015 August 5, 2015
- 14:50
Aston Hill suffers decline in revenue, adjusted EBITDA and net income in Q2
Short-term losses were expected as the firm makes the adjustment to achieve long-term growth from in-house funds
- By: Tessie Sanci
- August 5, 2015 August 5, 2015
- 14:40
Advisors could play critical role in helping clients figure out insurance
BMO report finds that only 49% of Canadians have some understanding of the insurance products best suited for them and their needs
- By: Tessie Sanci
- August 5, 2015 August 5, 2015
- 11:55
Sarah Bradley to take top job at OBSI
The current head of the Nova Scotia Securities Commission replaces Doug Melville, who left the dispute-resolution service earlier this year
- By: James Langton
- August 5, 2015 August 5, 2015
- 10:55
Metroland invests $1.5 million in robo-advisor firm
The deal will also provide Nest Wealth access to the media company’s various digital and print publications
- By: Tessie Sanci
- August 4, 2015 August 4, 2015
- 14:55
Former trader sentenced for 14 years for role in LIBOR scandal
Tom Hayes, formerly of UBS and Citigroup, was found guilty on eight counts of conspiracy to defraud
- By: James Langton
- August 4, 2015 August 4, 2015
- 09:25
LIBOR administrator proposes calculation reforms
ICE Benchmark Administration position paper sets out methodology changes for calculating the interest rate benchmark
- By: James Langton
- July 31, 2015 July 31, 2015
- 12:35
Dominion General proposes deal for Hampton Securities parent firm
If approved, the deal would represent a going-public transaction for Hampton Equity Partners
- By: James Langton
- July 31, 2015 July 31, 2015
- 11:30
Sun Life Financial completes acquisition of U.S.-based Prime Advisors
Financial terms not disclosed
- By: The Canadian Press
- July 31, 2015 July 31, 2015
- 09:50
Aegon completes sale of its Canadian life insurance business
Sale of Transamerica Life Canada to Wilton Re receives regulatory approval
- By: James Langton
- July 31, 2015 July 31, 2015
- 08:50
BMO launches iPad app for U.S. advisors
But Canadian advisors hoping for similar functionality are out of luck for the time being
- By: Tessie Sanci
- July 30, 2015 July 30, 2015
- 19:30