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Corporate Business Team clapping success at Boardroom meeting

Senators push for stronger legislation for boosting diversity on boards

Bill C-25 would require publicly traded companies to disclose the number of women and visible minorities on their corporate boards and in senior management

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Qtrade remains the leader in online brokerage service levels

The self-directed brokerage industry has come under fire since late December

  • By: IE Staff
  • January 30, 2018 January 31, 2018
  • 14:30
last will and testament waiting to be filled and signed

Affluent Canadians not disclosing estate plans with heirs

Blended families are more likely to indicate a lack of trust in their beneficiaries' ability to manage their wealth

  • By: Leah Golob
  • January 30, 2018 January 30, 2018
  • 12:20

U.S. securities class action filings soar

2017’s increase driven by merger-objection cases

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RBC opening cybersecurity lab

The University of Waterloo lab will develop new privacy tools

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NBF fined $700,000 for ETF disclosure failings

The dealer has implemented controls to prevent a similar issue from occurring in the future

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Justwealth extends platform to advisors

Justwealth Institutional will provide advisors — including those with a mutual fund licence — access to more than 60 ETF portfolios

  • January 26, 2018 January 26, 2018
  • 13:23
Piggy bank with national flag of Canada

Stocks boost pensions in 2017

Pension managers posted a median return of 8.6%

  • January 25, 2018 January 25, 2018
  • 15:10
Phishing via internet isometric vector concept illustration Hacking credit card information website Cyber banking attack Online security

Police warn of CRA scam involving bitcoins

Taxpayers warned about providing information over the phone to purported tax officials

WealthBar and PPI launch PPI Valet

In addition to online portfolio management, the new platform also offers marketing support and online tools for advisors

  • By: Leah Golob
  • January 25, 2018 January 25, 2018
  • 12:23
Financial Technology concept illustration of Businessman pointing at abstract blue business charts and icons

CLHIA welcomes new agreement for Trans-Pacific Partnership

Asia-Pacific countries are of particular interest to the life and health insurance industry

  • By: IE Staff
  • January 24, 2018 January 24, 2018
  • 16:40
Financial protection for the future, nest egg, retirement savings

Report proposes new retirement income program

The proposed Living Income For the Elderly program would enable retirees to turn any portion of their savings into a reliable income stream

Businessman hand showing financial report on table

Canadians overwhelmingly confident in their advisors

The fact that only 3% of Canadians are dissatisfied with their advisors suggests that they’re too complacent with their money managers

  • By: Leah Golob
  • January 23, 2018 January 23, 2018
  • 12:15
Retirement written on egg in hands, nest egg, savings

Solo Canadians fear running out of retirement savings

These individuals are afraid of rising daily living expenses, not having enough money for necessities and increasing health-care costs

  • By: Leah Golob
  • January 23, 2018 January 23, 2018
  • 11:50
Downtown office buildings Toronto

Big Five recognized for gender-equality efforts

BMO, CIBC, RBC, TD and Scotiabank were among the 104 companies included in Bloomberg’s new gender-equality index

  • By: Leah Golob
  • January 22, 2018 January 22, 2018
  • 14:35
BMO Investments makes changes to its mutual fund lineup

BMO teams up with China’s ICBC

New MOU signed between the two banks will help BMO build on its asset-management capabilities

skyscrapers in Manhattan at sunset, New York City

Welcome to our new website

Unveiling a cleaner, more modern look — and now accessible on any device

  • By: IE Staff
  • January 22, 2018 January 29, 2018
  • 09:00
Businessman calculating and checking articles of agreemen

FPSC releases results of December CFP exams

The CFP examination was written by 473 candidates — the highest number since 2010

  • By: Leah Golob
  • January 20, 2018 January 20, 2018
  • 10:37

Equity mutual fund sales drive growth in AUM

Mutual fund sales rose by 47% to $44.2 billion in 2017 while total AUM rose by 10.3% to $1.48 trillion

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WFE publishes best practices for cybersecurity compliance

Offering incentives to staff leads to greater awareness of cyber threats

BMO pot financing marks policy shift for Canadian banks

BMO’s participation in Canopy Growth’s financing deal comes as lawmakers crack down south of the border

These apps reduce clutter

Learnedly creates training app for financial professionals

The startup is developing courses that will help students prepare for the PFP or CFP designations

  • By: Leah Golob
  • January 17, 2018 January 21, 2018
  • 15:30

PCMA to vote on merger with NEMA

The merger would ensure that the private capital and exempt markets have a unified industry voice

BMO, Wealthsimple enhance robo-advisor services

BMO SmartFolio has reduced its account minimum to $1,000

Six Canadian banks manipulated an interest rate benchmark, U.S. lawsuit alleges

The claim alleges the banks suppressed the CDOR by making artificially lower interest rate submissions