CIBC named best wealth management provider – Canada
Wealth management group recognized for client centric approach and strong research teams
- By: IE Staff
- December 3, 2014 December 3, 2014
- 08:20
Latest news in Industry News
Innovation essential to insurers’ success
Insurers need to turn their attention to attracting the younger generations as clients
- By: Megan Harman
- December 2, 2014 December 2, 2014
- 13:10
Investia completes Ten Star deal
The fund dealer and its MGA subsidiary have acquired Ten Star’s mutual fund, seg fund and life insurance distribution businesses
- By: IE Staff
- December 2, 2014 December 2, 2014
- 11:35
365-day tax season at a glance
A new chart from the IIAC outlines the year’s worth of work that precedes each tax season
- By: IE Staff
- December 2, 2014 December 2, 2014
- 10:40
IIROC approves boutique amalgamation
Jennings Capital accounts to be transferred to Mackie Research Capital
- By: James Langton
- December 2, 2014 December 2, 2014
- 09:50
CRM2 and the future of advice: Part 2
Will new disclosure rules prompt an investor migration?
- By: Rudy Luukko
- December 1, 2014 December 1, 2014
- 12:40
CRM2 and the future of advice: Part 1
The costs and benefits of game-changing disclosure rules
- By: Rudy Luukko
- December 1, 2014 December 1, 2014
- 12:30
Help clients close the insurance ‘say-do gap’
Canadians the least prepared for unexpected disability, critical illness and long-term care needs, survey finds
- By: IE Staff
- December 1, 2014 December 1, 2014
- 11:40
Giving Tuesday brings together individuals, businesses and charities
Dec. 2 marks the start of the giving season
- By: IE Staff
- December 1, 2014 December 1, 2014
- 11:25
Tangerine rewards Canadians on ‘Saver Monday’
Most Canadians would rather save their money than shop on Cyber Monday
- By: IE Staff
- November 28, 2014 November 28, 2014
- 12:00
CETA offers opportunities for Canada, investment industry: IIAC
Trade agreement with EU could benefit both large and small securities firms
- By: James Langton
- November 27, 2014 November 27, 2014
- 09:40
Concordia University Foundation launches sustainable investment fund
$5 million will be initially transferred to the new fund
- By: James Langton
- November 26, 2014 November 26, 2014
- 16:35
Banks tardy on tablet apps: report
Canadian financial institutions still have a long way to go, analyst says
- By: James Langton
- November 26, 2014 November 26, 2014
- 14:45
Finance execs among Canada’s most powerful women
Top 100 Awards celebrate the achievements and strong leadership of women in the private, public and not-for-profit sectors
- By: Fiona Collie
- November 26, 2014 November 26, 2014
- 14:30
Empire Life named best life insurance company in Canada
Award recognizes commitment to improving firm’s relationship with clients
- By: IE Staff
- November 26, 2014 November 26, 2014
- 14:15
CRA, CPA Canada agree to cooperate
New framework will see the two organizations working together on priority issues, such as red tape reduction, service, and compliance
- By: James Langton
- November 26, 2014 November 26, 2014
- 12:15
Taxpayer info accidentally disclosed to media
The CRA has launched an investigation to the privacy breach
- By: James Langton
- November 26, 2014 November 26, 2014
- 10:00
CRM2 fosters stronger client relationships
Use technology to support deeper conversations
- By: Fiona Collie
- November 25, 2014 November 25, 2014
- 17:00
Virtual Brokers boosts client protection
Additional coverage available for up to $11 million
- By: IE Staff
- November 25, 2014 November 25, 2014
- 15:25
BMO launches The Wealth Exchange
Blog aims to engage Canadians on timely wealth management topics
- By: IE Staff
- November 25, 2014 November 25, 2014
- 10:45
DFS net income drops in Q3
Increased sales in individual savings
- By: IE Staff
- November 25, 2014 November 25, 2014
- 09:40
IIAC to tackle cyber security
The level of preparedness varies widely among industry firms
- By: James Langton
- November 24, 2014 November 24, 2014
- 16:25
Retirement elusive for many Canadians: LIMRA
New LIMRA report points to lack of knowledge and planning
- By: IE Staff
- November 24, 2014 November 24, 2014
- 15:30
BMO InvestorLine best discount brokerage: Surviscor
Scotia iTRADE, Credential Direct round out top three
- By: IE Staff
- November 24, 2014 November 24, 2014
- 10:45
RBC reduces international advisory platform
Move reflects lack of strong growth in some foreign operations
- By: Rudy Mezzetta
- November 21, 2014 November 21, 2014
- 17:30