Michael Wekerle steps down as Difference Capital CEO
Henry Kneis, Victor Duong take on new roles
- By: James Langton
- June 3, 2015 June 3, 2015
- 10:15
Henry Kneis, Victor Duong take on new roles
More than higher proficiency standards are needed
Advisor and others are concerned about the structure of the pension plan and are waiting for more information before discussing it with clients
Two new executive roles and the realignment of TMX Group’s overall organizational structure follow the completion of a strategic review launched in January
Association president calls for tighter regulation of EMDs
IE reporter wins for two feature articles on exchange-traded funds
Different rules for securities regulation are inefficient and costly
James O’Sullivan will replace Anatol von Hahn as head of Canadian banking while Andrew Branion will step into Jeff Heath’s role as executive vice president…
Events such as supporting family, health-care expenses and stock market losses could have a major impact on financial plans
The purchase represents continued expansion as it adds $1.3 billion in AUA to Sterling Mutuals
2015 conference takes place in Banff
CIBC named “best derivatives house” in Canada
FSB, IOSCO urged to drop efforts to create systemic risk methodology for asset managers and funds
Growth in consumer and business loans
OBSI says fraudulent advisor operated on her own
Allegations against brokerage unsupported by evidence
Impact Angel Alliance encourages investors to focus on businesses that produce positive social or environmental impacts as well as financial returns
By ensuring an e-app is sent to an MGA’s back-office provider directly, it will help MGAs’ staff and advisors alike
Seniors are holding cash for the perceived safety, but they’re not only getting dismal returns today, they will get exposure to hefty taxes and probate…
Deal with Qtrade will also allow Sun Life clients to access Qtrade’s online brokerage platform to execute their own trades
Government will consult with experts and stakeholders
A modern financial advisory practice should incorporate technology in ways that make it more convenient for clients to work with you
PRPPs offer a voluntary, low-cost, tax-assisted option to increase retirement savings
But the firm’s individual insurance sales and group retirement savings rose healthily year-over-year