More help needed for holders of RRIFs: report
Eliminating minimum withdrawals entirely may be the best way to help retirees enjoy financial security
- By: James Langton
- July 2, 2015 July 2, 2015
- 12:00
Latest news in Industry News
CASL Update: Most advisors managing the basics well
But several hot spots may still cause trouble
- By: Jim Middlemiss
- July 2, 2015 November 9, 2019
- 11:15
Ontario launches consultation on financial planning
Expert committee seeks feedback on the definition of financial planning, and how planning differs from advice
- By: James Langton
- July 2, 2015 November 9, 2019
- 10:30
Canada Life completes Irish acquisition
LGII enhances firm’s presence in the U.K.
- By: IE Staff
- July 2, 2015 July 2, 2015
- 10:00
Upstart stock market Aequitas NEO Exchange on track to its goals, CEO says
Jos Schmitt says the company is looking to compete on more than just costs
- By: Alexandra Posadzki
- July 2, 2015 July 2, 2015
- 08:00
PlanPlus to examine investor risk tolerance assessment practices
The goal is help firms and advisors gain a better understanding of their clients
- By: James Langton
- June 30, 2015 June 30, 2015
- 10:20
A year on, anti-spam enforcement ramps up
CASL penalties so far are few, but many more are expected
- By: Jim Middlemiss
- June 29, 2015 November 9, 2019
- 14:45
TMX Select to close on Sept. 18
Closing the alternative trading facility is intended to help TMX Group reduce complexity and fragmentation as well as reduce dealer costs
- By: James Langton
- June 26, 2015 June 26, 2015
- 15:10
BMO sells U.S. retirement services business to OneAmerica
The move is part of BMO Global Asset Management’s strategy to focus on asset management
- By: Tessie Sanci
- June 26, 2015 June 26, 2015
- 14:55
OBSI to disclose the identities of advisors involved in disputes
The change is part of a couple of revisions the dispute-resolution service has made to its terms of references
- By: James Langton
- June 26, 2015 June 26, 2015
- 11:00
Court upholds OSC decision but differs on penalties
The court found that the OSC improperly considered a previous trading ban on the advisor as a factor in setting its penalty
- By: James Langton
- June 26, 2015 June 26, 2015
- 09:10
Impact investment funds produce market returns
New benchmark measures 51 private funds
- By: James Langton
- June 26, 2015 June 26, 2015
- 06:50
Expenses could deplete retirees’ nest eggs
Canadian retirees spend an average of $2,400 a month on expenses
- By: Tessie Sanci
- June 25, 2015 June 25, 2015
- 15:30
Advisors to help low-income individuals establish financial goals
Fifteen advisors will be helping 30 clients for a period of five months thanks to a new voluntary program
- By: Tessie Sanci
- June 24, 2015 June 24, 2015
- 16:05
Earn investors’ trust to grow your business
The financial services sector faces a serious lack of public trust, encompassing such areas as fees, practices and ethics
- By: Jade Hemeon
- June 24, 2015 June 24, 2015
- 15:40
Aequitas launches listings business
The nascent exchange is promising a “superior experience” for issuers and investors alike compared with other Canadian stock exchanges
- By: James Langton
- June 24, 2015 June 24, 2015
- 10:05
Clients seeking help with retirement planning
Fidelity survey finds that only 37% of Canadians who have an advisor have a written retirement income plan
- By: Tessie Sanci
- June 23, 2015 June 23, 2015
- 16:20
Bad behaviour preventing Canadians from improving their financial standing
Impulse spending and going over budget are among the financial decisions Canadian consumers regret
- By: IE Staff
- June 23, 2015 June 23, 2015
- 13:30
CIBC announces support of Suretap mobile payments app
The bank is first of Canada’s five biggest banks to join with major wireless carriers
- By: The Canadian Press
- June 23, 2015 June 23, 2015
- 11:00
Manulife beefs up private markets division with key hires
The appointments of Jean Lundmark, Ken Pogrin and Sahezad Pardhan round out Manulife Asset Management Private Markets’ senior management team
- By: Tessie Sanci
- June 22, 2015 June 22, 2015
- 14:05
Avoid generic communication with millennials
New research indicates that this demographic will engage with a company only if the content of digital communication is tailored to them
- By: Tessie Sanci
- June 22, 2015 June 22, 2015
- 09:30
BMO InvestorLine tops mobile rankings
Surviscor launches inaugural review of online brokerages’ mobile services
- By: IE Staff
- June 22, 2015 June 22, 2015
- 09:00
Canadians using whistleblower program to inform on potential tax cheats
Most submissions under the OTIP have concerned individual taxpayers
- By: Rudy Mezzetta
- June 19, 2015 June 19, 2015
- 15:30
Senate recommends Ottawa use a “light touch” when regulating Bitcoin
Bitcoin Alliance welcomes Senate report’s findings
- By: Alexandra Posadzki
- June 19, 2015 June 19, 2015
- 13:55