Court orders brokerage to pay costs
Couple sues over mismanaged portfolio
- By: James Langton
- April 6, 2015 April 6, 2015
- 06:45
Latest news in Industry News
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
Teachers’ earns 11.8 per cent return in 2014
Investments in the natural resources group lost 19.4 per cent
- By: The Canadian Press
- March 31, 2015 March 31, 2015
- 10:25
Big banks among Canada’s best diversity employers
List recognizes employers that offer Canada's most inclusive workplaces
- By: Tessie Sanci
- March 31, 2015 March 31, 2015
- 10:00
How advisors can help women achieve financial security
Many women face challenges in their personal and professional lives that can have a negative impact on their finances
- By: Tessie Sanci
- March 30, 2015 March 30, 2015
- 16:00
Advisor revenues up sharply in 2014: PriceMetrix
The industry is continuing its transition to fee-based revenue
- By: Tessie Sanci
- March 30, 2015 March 30, 2015
- 13:00
Broadridge launches Intelligent Reports for CRM2 compliance
Company partners with Doxim to produce clearer, more engaging client reporting
- By: IE Staff
- March 30, 2015 March 30, 2015
- 08:45
Humber students win 2015 CIFP Case Challenge East
Participants had two hours to create a financial plan for a widowed father with two children
- By: Tessie Sanci
- March 30, 2015 March 30, 2015
- 07:00
OSC, FSCO compensation up slightly in 2014
Ontario releases sunshine list
- By: James Langton
- March 27, 2015 March 27, 2015
- 13:30
2015 Regulators’ Report Card: Key findings
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, outline the key findings of the 2015 Regulators’ Report Card. Overall evaluations of…
- By: Pablo Fuchs
- March 27, 2015 November 9, 2019
- 11:00
Tangerine coming to Apple Watch
Mobile banking app will be one of the first apps available on Apple Watch
- By: Tessie Sanci
- March 27, 2015 March 27, 2015
- 10:20
Are credit union CEOs underpaid?
New study provides B.C. credit union members with some context when they are considering executive compensation levels
- By: Tessie Sanci
- March 27, 2015 January 29, 2018
- 08:30
TD Bank must adapt, CEO says
Profitability under pressure from struggling Canadian economy, low interest rates
- By: The Canadian Press
- March 26, 2015 March 26, 2015
- 14:10
Change course on ORPP: PMAC
The Ontario government needs to recognize Defined Contribution plans as “comparable”
- By: Tessie Sanci
- March 26, 2015 March 26, 2015
- 06:50
U.S. brokerage firms misleading investors about fiduciary role: PIABA
Report contrasts brokerage firm ad claims with arguments firms make in arbitration proceedings
- By: James Langton
- March 25, 2015 March 25, 2015
- 14:20