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Outlook positive for big banks: DBRS

Rating agency expects solid earnings growth but warns of risks

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Size of new U.S. securities class-action lawsuits surges in 2018

Report highlights an uptick in litigation against firms in the technology sector

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Wealthsimple unveils premium advice service

Clients who invest $500,000 or more with the robo-advisor will pay 0.4% of AUM

  • By: IE Staff
  • January 29, 2019 February 14, 2019
  • 10:30
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Canaccord Genuity acquires U.K.-based McCarthy Taylor

Financial advisory firm expands the company’s U.K and Europe wealth-management operations

  • By: IE Staff
  • January 29, 2019 February 14, 2019
  • 10:15
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Co-operators acquires Redfords Insurance Brokers

Insurer grows distribution system in Ontario

  • By: IE Staff
  • January 28, 2019 February 14, 2019
  • 11:00
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Virtual Brokers adds portfolio analysis tool

Discount brokerage announces partnership with Wealthscope

  • By: IE Staff
  • January 28, 2019 February 14, 2019
  • 10:00
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Great-West Lifeco to exit U.S. individual life insurance and annuity business

The sale will not affect the firm’s Canadian life insurance businesses

  • By: IE Staff
  • January 24, 2019 February 14, 2019
  • 10:45
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CI Financial completes deal for WealthBar

The online platform will continue to operate as a stand-alone business under its current leadership

  • By: IE Staff
  • January 23, 2019 February 14, 2019
  • 17:15

Return to Bay Street applications open Feb. 5

The program aims to foster industry-wide collaboration to address the gender gap in finance's senior ranks

  • By: IE Staff
  • January 23, 2019 February 14, 2019
  • 12:40
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Cognitive biases may keep clients from investing intelligently

Help identify psychological traps that can hurt returns

  • By: IE Staff
  • January 23, 2019 February 14, 2019
  • 12:15
close up image of stock market data on a computer

Building confidence in digital assets

Proposed ATS would let retail clients trade digital assets within their existing brokerage accounts

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Canadians feeling stressed about their finances

Your clients may be losing sleep

  • January 21, 2019 February 14, 2019
  • 15:15
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Demand for wealth management drives investment industry performance: Russell

A weaker outlook for 2019 will likely lead more firms to leave the business

Working women in the top 1% earn less than men

Top earning women had a median income of $362,300 compared with $393,200 for men

Smartphone with finance and market icons and symbols concept

Planswell raises $4M in investor funding

Toronto-based firm will use the funds for product enhancements and expansion

  • By: IE Staff
  • January 21, 2019 February 14, 2019
  • 09:00
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TFSAs: Setback for the CRA

Tax Court decision may limit the scope of the advantage tax

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Record numbers took November CFP exam

The 563 candidates were the most since the FPSC implemented enhanced requirements in 2010

  • By: IE Staff
  • January 18, 2019 February 14, 2019
  • 12:19
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Dentist gets two-year conditional sentence for tax fraud

The tax evasion scheme was promoted by a tax protestor organization, the CRA says

  • By: IE Staff
  • January 17, 2019 February 14, 2019
  • 16:27
Toronto bank towers

Open banking a negative for Big Six banks

Technological disruption is likely to erode the big banks’ profitability in certain areas

IA introduces AI-powered virtual assistant

The virtual assistant can calculate how much investors should contribute to their RRSPs or estimate the amount they’ll have saved at retirement age

  • By: IE Staff
  • January 17, 2019 February 14, 2019
  • 10:07
Calculator pen, balance sheet and statistics for sales and taxes

Auditors face new challenges: CPAB

Technology-driven innovation is expected to transform auditing and audit regulation in the years ahead

Canadian financial services firms make list of companies committed to gender equality

The Big Six banks, Sun Life and Manulife all made the global list

  • By: IE Staff
  • January 16, 2019 February 14, 2019
  • 12:00

EY Canada to launch centre of excellence for insurance

The bilingual centre will be based in both Toronto and Quebec City

  • January 16, 2019 February 14, 2019
  • 11:27
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Foresters signs Principles for Responsible Investing

Joins 121 Canadian signatories

  • By: IE Staff
  • January 16, 2019 February 14, 2019
  • 11:25
Folders with the label Retirement Plan and Pension

Group calls for protection of pensions

SHARE wants federal government to amend bankruptcy laws and ensure pension funding