Report reveals major differences among world’s self-made billionaires
Wealth preservation, wealth transfer, and legacy are top issues for the super rich
- By: James Langton
- May 26, 2015 May 26, 2015
- 10:15
Latest news in Industry News
Policyholder sues over denial of CI benefits
Firm denied benefits on basis that client misrepresented his medical history
- By: IE Staff
- May 25, 2015 May 25, 2015
- 15:00
PCMA honours deals of the year
2015 the strongest nomination year so far
- By: Tessie Sanci
- May 25, 2015 May 25, 2015
- 13:40
RBC wins global retail banking award
Bank outperforms global peers for second year: RBI Awards
- By: IE Staff
- May 22, 2015 May 22, 2015
- 11:00
Many Canadians will enter retirement ill-prepared
Debt levels and a lack of investment knowledge are two “disturbing results” of a survey from Rogers Group
- By: Tessie Sanci
- May 22, 2015 May 22, 2015
- 10:00
Dealers’ Report Card 2015: Editors discuss setback for advisors
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the Dealers’ Report Card 2015, which reveal that the…
- By: Pablo Fuchs
- May 22, 2015 November 9, 2019
- 09:15
The best return in CPP Fund’s history
CPPIB to shift bigger share of assets to emerging markets: CEO
- By: David Paddon
- May 21, 2015 May 21, 2015
- 14:35
Buying insurance needs to be simpler for clients
With life insurance ownership levels declining, it’s critical for the insurance industry to find ways of better engaging consumers
- By: Megan Harman
- May 21, 2015 May 21, 2015
- 12:30
Letters to the Editor: A higher standard for all advisors
A response to a recent Inside Track column from Keith Costello
- By: Greg Pollock
- May 21, 2015 May 21, 2015
- 10:25
Richardson GMP to launch automated platform
New tech tool will give advisors an automated way of managing assets for clients who have fewer assets and require less attention
- By: Megan Harman
- May 20, 2015 May 20, 2015
- 15:00
Canadian investors concerned about global economy
Franklin Templeton survey suggests Canadian investors expect to reach their financial goals, but are pessimistic about Canada’s stock market
- By: Tessie Sanci
- May 20, 2015 May 20, 2015
- 14:00
Mackenzie launches global investment-grade bond fund
New fund managed by Konstantin Boehmer and Felix Wong
- By: IE Staff
- May 20, 2015 May 20, 2015
- 09:00
Suitability is critical in private investments
Extra caution must be taken when recommending to clients investments with less liquidity, transparency and financial disclosure
- By: Jade Hemeon
- May 20, 2015 May 20, 2015
- 06:40
CIBC Mellon honoured
Firm named best sub-custodian in Canada
- By: Tessie Sanci
- May 19, 2015 May 19, 2015
- 15:50
Invisor jumps into robo-advisor space
Firm promises to help clients meet their financial goals by incorporating mutual funds and ETFs into its investment plans
- By: Megan Harman
- May 19, 2015 May 19, 2015
- 15:45
IIAC seeks nominations
Only a few days remain to nominate the next IIAC Top Under 40 winner and IIAC Investment Industry Hall of Fame inductees
- By: Tessie Sanci
- May 19, 2015 May 19, 2015
- 14:35
Fund managers trim exposure to U.S. equities: survey
Bonds seen as the asset class most vulnerable to volatility in 2015
- By: James Langton
- May 19, 2015 May 19, 2015
- 13:40
Ripple Labs closes US$28M in funding
Venture funds sign on to fund development to new payments technology
- By: James Langton
- May 19, 2015 May 19, 2015
- 10:15
CPPIB to grow investment in German retail real estate
The move is a strategic joint venture with French commercial property firm, Unibail-Rodamco
- By: James Langton
- May 15, 2015 May 15, 2015
- 13:40
U.S. Justice Department settles with Swiss bank over tax-evading accounts
Finter Bank Zurich AG's services allowed U.S. clients to eliminate the paper trail through undeclared accounts: DoJ
- By: James Langton
- May 15, 2015 May 15, 2015
- 11:30
RBC, Business Families Foundation partner to keep more businesses in the family
Online education program focused on the challenges that family business owners face
- By: Tessie Sanci
- May 14, 2015 May 14, 2015
- 14:30
Credit card usage up: BoC
Percentage of cash transactions keeps falling
- By: The Canadian Press
- May 14, 2015 May 14, 2015
- 11:30
Counsel Corp. announces reorganization
Company to be renamed Street Capital Group
- By: IE Staff
- May 14, 2015 May 14, 2015
- 11:00
Canadians eye longer mortgages: poll
One in four say they would choose a longer term of seven to 10 years
- By: Tessie Sanci
- May 14, 2015 May 14, 2015
- 09:00
Cyber security number one risk to financial markets: survey
DTCC says many have increased their investment in technology to detect and prevent cyber threats
- By: James Langton
- May 13, 2015 May 13, 2015
- 14:40