Millennials less confident than boomers on key tax issues
Millennials say they are least confident in their understanding of how specific types of investment income are taxed
- By: Tessie Sanci
- April 10, 2015 April 10, 2015
- 09:00
Latest news in Industry News
BMO InvestorLine enhances trading platform
Investors gain ability to view account balances, holdings and order status in real-time
- By: Tessie Sanci
- April 10, 2015 April 10, 2015
- 08:30
Scotiabank CEO calls for end to indecision over energy infrastructure
Corporate, government and community leaders must work together
- By: Alexandra Posadzki
- April 9, 2015 April 9, 2015
- 12:40
Sask. credit unions post continued growth
System assets grow to $19.7 billion
- By: Tessie Sanci
- April 9, 2015 April 9, 2015
- 08:30
Wealthsimple partners with Power Financial
Investment will allow robo-advisor firm to increase staff, bolster product lineup
- By: James Langton
- April 9, 2015 April 9, 2015
- 08:15
Securities industry must lead change: SIFMA chief
Senior investors and cyber security are among the challenges facing the industry
- By: James Langton
- April 8, 2015 April 8, 2015
- 15:15
High Rock launches private client division
Scott Tomenson joins firm as co-owner and managing partner
- By: Tessie Sanci
- April 8, 2015 April 8, 2015
- 13:15
Making a will: not just for seniors
B.C. focusing on those under 40 in push for people to prepare a will
- By: James Langton
- April 7, 2015 April 7, 2015
- 16:05
WSU students ready for LSIF investment conference
Conference proceeds will be donated to SickKids
- By: IE Staff
- April 7, 2015 April 7, 2015
- 14:15
Hub acquires Cortex Financial
Woodbridge, Ont.-based MGA is the latest in a recent string of acquisitions
- By: Megan Harman
- April 7, 2015 April 7, 2015
- 10:00
New CEO for LOGiQ3 Corp.
Raymond DiDonna succeeds Chris Murumets
- By: Megan Harman
- April 6, 2015 April 6, 2015
- 11:10
BMO Wealth Management honoured
Awards in multiple categories
- By: IE Staff
- April 6, 2015 April 6, 2015
- 11:00
Court orders brokerage to pay costs
Couple sues over mismanaged portfolio
- By: James Langton
- April 6, 2015 April 6, 2015
- 06:45
Asset manager websites get top marks
AGF, Invesco, and Mackenzie stand out for their efforts to forge stronger relationships with advisors
- By: Tessie Sanci
- April 2, 2015 April 2, 2015
- 15:50
CPA Canada a double winner for financial literacy initiatives
2015 EIFLE Awards handed out at Texas conference
- By: IE Staff
- April 2, 2015 April 2, 2015
- 14:25
Financial Planning Coalition endorses unified standards for planners
Fewer than half of Canadians understand the difference between a financial planner and a financial advisor, survey finds
- By: Tessie Sanci
- April 2, 2015 April 2, 2015
- 10:35
Sun Life completes purchase of N.Y. asset manager
Ryan Labs acquisition called an important milestone for Sun Life Investment Management
- April 2, 2015 April 2, 2015
- 09:45
Alberta cancels education grant savings program
The Alberta Centennial Education Savings Plan was created in 2005
- By: The Canadian Press
- April 2, 2015 April 2, 2015
- 06:50
Banks eyeing robo-advisors to attract millennials
Low costs luring young professionals away from banks
- By: Alexandra Posadzki
- April 1, 2015 April 1, 2015
- 18:50
RBC to sell Suriname banking operations
Bank expects $23M loss on sale to Republic bank
- By: The Canadian Press
- April 1, 2015 April 1, 2015
- 12:40
IFIC checklist helps dealers with 2015 CRM2 requirements
New checklist suggests plain language wording that will ensure compliance with CRM2 rules
- By: James Langton
- April 1, 2015 April 1, 2015
- 12:10
Investment managers face rising standards for service quality
Three Canadian firms named Greenwich Quality Leaders
- By: James Langton
- April 1, 2015 April 1, 2015
- 10:15
2015 PlanPlus Global Financial Planning Awards accepting entries
Winners will receive a trip to the Financial Planning Association’s annual conference in Boston
- By: IE Staff
- April 1, 2015 April 1, 2015
- 08:45
Unified standards for financial planners unveiled
IQPF and FPSC have established a unified code of ethical and practice standards to which individuals holding the F.Pl. and CFP designations should abide
- By: James Langton
- March 31, 2015 March 31, 2015
- 12:40