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Brokerage Report Card 2018: Editors discuss this year’s results

Brokerage Report Card 2018: Editors discuss this year’s results

Advisors’ businesses are stronger than ever

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Confidence an important complement to financial literacy: report

Canada ranks third globally on financial knowledge, attitudes and behaviour

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Canaccord Genuity acquiring Jitneytrade and Finlogik

The acquisitions aim to bolster Canaccord’s trading business and aid the development of robo-advisory offerings

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Advisors seek help with clients’ mental health

Sound financial decision-making challenged by mental illness

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Offering ETFs will mean new requirements for mutual fund dealers

Training, due diligence, trading instructions among issues MFDA firms will have to consider

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SP Wealth selects Nest Wealth digital platform

The robo-advisor platform with allow the firm to substantially reduce the administrative work that doesn’t add value to clients

  • By: IE Staff
  • April 25, 2018 April 25, 2018
  • 11:20
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B.C. law targets condo flipping, tax evasion, rental home protection

The government will share the presale data it collects with the Canada Revenue Agency to monitor taxes

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GWL executive named new head of Financial Horizons

Nick Pszeniczny, executive vice president of the Advisory Network, GWL’s, Canada Life’s and London Life’s combined distribution organization, will step into his new role on…

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Report outlines FAIR Canada’s achievements

The investor advocacy group is working to ensure that securities regulation protects and meets the needs of all investors

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Client loyalty not leading to referrals

Clients say advisors are not engaging in all aspects of their financial lives

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Borealis AI expands lab network into Vancouver

Applications of computer vision are new to the financial services industry

  • By: IE Staff
  • April 23, 2018 April 23, 2018
  • 10:31
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Great-West Lifeco to expand in Ireland

GWL subsidiary Irish Life to acquire strategic investment in Invesco Ireland

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FPSC reports increase in public complaints

More than half of the cases heard by FPSC’s disciplinary hearing panel in 2017 resulted in a suspension

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Ottawa’s new privacy rules give businesses flexibility on data breach reporting

New regulations for the Personal Information Protection and Electronic Documents Act take effect Nov. 1

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Enhanced advisor expertise key to investor satisfaction

Investors rated three characteristics of advisor education programs as particularly important

Financial firms earn perfect score for LGBT diversity

Index identifies companies listed on the S&P/TSX composite index that promote diversity and inclusion

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Longevity beginning to change investor behavior

More high-net worth investors expect they will live to 100

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Slideshow: Regulators’ ratings in the past decade

While some of the regulators have seen their ratings remain stable, others have had wild swings in theirs

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WCM honours 16 corporate leaders

Champions selected for advancing progress in gender diversity

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Tax preparers join together to promote innovation

TFEC will help to improve collaboration between the CRA and the tax preparation and software industry

  • April 18, 2018 April 18, 2018
  • 10:45
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Public Policy Forum and TD Bank announce job research partnership

PPF will conduct research to explore how Canadians can adapt and thrive as the nature of work evolves

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Manulife joins CAFII

The insurance giant becomes the first of the Big Three life insurers to join the association, which represents the insurance arms of Canada’s major banks…

Toronto Skyline at dusk, Ontario, Canada

RCMP conducts searches in syndicated mortgages probe

Six searches carried out in the Greater Toronto Area

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Cryptogiving.ca matches digital currency donors with charities

Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations

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OBSI seeking comment on revised terms of reference

The revisions have been reviewed by regulators and provisionally approved by OBSI’s board