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
Latest news in Industry News
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
Financial Horizons announces three acquisitions
MGA makes foray into mutual fund distribution
- By: Megan Harman
- June 19, 2015 June 19, 2015
- 12:20
CRA provides clarity on graduated rate estates
Trust and estate planners were concerned about the implications of the wording added to a subsection of the Income Tax Act
- By: Rudy Mezzetta
- June 19, 2015 June 19, 2015
- 09:30
Raymond James Correspondent Services adds Rogers Group Financial as a client
The back-office provider has signed eight clients since bringing on well-known back-office executive David Burnes to run the firm in 2013
- By: Tessie Sanci
- June 18, 2015 June 18, 2015
- 15:35
Testamentary trust changes to alter estate planning
Trust and estate practitioners are waiting for Finance Canada to provide more clarity regarding the legislative changes
- By: Rudy Mezzetta
- June 18, 2015 June 18, 2015
- 13:40
Increasing regulation means insurers need to be more proactive
Insurance regulators are beginning to take a much more active approach in the area of consumer protection
- By: Megan Harman
- June 18, 2015 June 18, 2015
- 12:10
Many Canadians would not be ready for an unexpected retirement
Canadians have to be ready to readjust their retirement plans to compensate for the fewer number of employment years that would have contributed to retirement…
- By: Tessie Sanci
- June 18, 2015 June 18, 2015
- 12:00
Regulators should proceed with caution
Various factors are putting pressure on credit market liquidity and forthcoming regulatory reforms will likely exacerbate the liquidity problem, Ian Russell suggests
- By: James Langton
- June 18, 2015 June 18, 2015
- 06:40
More HNW Canadians seeking professional advice
Finding a compromise between greater use of technology and more personalized services can make a difference for younger HNW investors
- By: Tessie Sanci
- June 17, 2015 June 17, 2015
- 16:30
Feds to keep Canada Savings Bonds despite report urging program wind down
“No valid economic rationale” for retail debt program, report says
- By: Craig Wong, The Canadian Press
- June 17, 2015 June 17, 2015
- 16:05
Making your practice more lucrative for buyers
Putting standardized practices in place that a buying advisor could assume easily is a key way to maximize the value of your financial advisory practice
- By: Tessie Sanci
- June 16, 2015 June 16, 2015
- 15:35
Mutual fund sales hold steady in May
Surge in net sales of bond funds makes up for slump in sale of equity funds
- By: James Langton
- June 16, 2015 June 16, 2015
- 15:10
Manulife names new global head of distribution
Claude Chene will create the distribution vision and strategy as well as oversee sales and relationship management activity on a global basis
- By: Tessie Sanci
- June 16, 2015 June 16, 2015
- 12:10
U.S. interest rate hike expected later this year
A SIFMA survey of securities industry economists suggests that most expect an interest rate hike to take place in the third quarter
- By: James Langton
- June 16, 2015 June 16, 2015
- 11:30