Canaccord Genuity names former RBC exec Nadine Ahn as deputy CFO
Ahn was fired from her RBC role in April
- By: Noushin Ziafati
- October 10, 2024 October 10, 2024
- 11:39
Latest news in Industry News
Nicola Wealth hires former Grayhawk founder to grow UHNW biz
Michael Kaumeyer will be based in Calgary and work nationally for the firm
- By: IE Staff
- October 9, 2024 October 9, 2024
- 14:09
Tech roundup: IG partners with fintech to offer online estate planning services
Plus, other developments in wealth management tech
- By: Jonathan Got
- October 9, 2024 October 9, 2024
- 12:30
Ottawa consulting on taxing owners of vacant land
Feds targeting "undeveloped" residentially zoned land to encourage home building
- By: Rudy Mezzetta
- October 8, 2024 April 10, 2025
- 12:57
OSC names former auditor general as head of enforcement
Bonnie Lysyk, along with Josée Turcotte, will support the regulator in delivering its strategic plan
- By: IE Staff
- October 8, 2024 October 8, 2024
- 12:52
Former BNN anchor, Global X start financial YouTube channel
"Ticker Take with Jon Erlichman" will target DIY investors
- By: Noushin Ziafati
- October 8, 2024 October 8, 2024
- 12:17
More emissions accountability needed in Toronto’s financial sector: report
The report was produced by the Toronto Climate Observatory
- By: Ian Bickis, The Canadian Press
- October 8, 2024 October 8, 2024
- 10:24
Blue Owl bolsters data centres portfolio in US$1B deal
Alternative asset manager set to acquire $10.5B in AUM in deal for IPI Partners
- By: IE Staff
- October 7, 2024 October 7, 2024
- 17:51
U.S. securities industry tests backup plans
Industry's major exchanges, infrastructure capable of withstanding an operational crisis: SIFMA
- By: James Langton
- October 7, 2024 October 7, 2024
- 16:11
Mergers and acquisitions to pick up in 2025: KPMG
Tapping private capital will be a key strategy for businesses
- By: The Canadian Press
- October 7, 2024 October 7, 2024
- 16:02
‘It’s time to look ahead,’ new Advocis CEO says
Kelly Gorman brings triple-threat expertise to association’s finances, focus
- By: Michelle Schriver
- October 7, 2024 October 7, 2024
- 14:43
Letter: Financial literacy is for everyone, but it’s not one-size-fits all
Non-profit sector plays crucial role in building this life skill, writes Mélanie Valcin
- By: Mélanie Valcin
- October 4, 2024 October 4, 2024
- 14:21
Primerica Canada to distribute Canada Life seg funds
The deal will have no impact on existing advisors, insurer says
- By: Jonathan Got
- October 4, 2024 October 4, 2024
- 07:55
Wellington-Altus launches subsidiary with sub-advised funds
Independent Advisor Solutions will feature suite of funds from BlackRock
- By: IE Staff
- October 2, 2024 October 2, 2024
- 15:19
BMO creates new role: chief AI/data officer
Bank names Kristin Milchanowski to oversee AI, analytics and robotics strategies
- By: The Canadian Press
- October 2, 2024 October 2, 2024
- 13:23
Two financial planners receive FP Canada’s Fellow distinction
Shawn Brayman, R. Paul Thorne recognized for their "many contributions to the profession"
- By: IE Staff
- October 2, 2024 April 10, 2025
- 11:50
Indigenous-related capital markets activity set to grow, report says
More than $13 billion in project financing is available to Indigenous communities through government programs, Morningstar DBRS says
- By: The Canadian Press
- September 30, 2024 September 30, 2024
- 16:24
Avoid being sued over KYP shortfalls, expert tells IAFP symposium
Advisors should conduct independent analysis, educate clients, write detailed notes
- By: Jonathan Got
- September 30, 2024 September 30, 2024
- 15:18
Five ways to provide better advice
Improve client engagement by understanding human behaviour
- By: Jonathan Got
- September 30, 2024 September 30, 2024
- 12:17
ATB Financial to acquire Manitoba firm with $5.8B in AUM
BCV Asset Management Inc. to retain Winnipeg headquarters, branding
- By: Noushin Ziafati
- September 27, 2024 September 27, 2024
- 16:16
Digital tools to help build client relationships
Get ready to move beyond the PDF
- By: Jonathan Got
- September 27, 2024 September 30, 2024
- 14:35
Fund industry generated nearly $31B from MERs in 2023
In a new report, IFIC breaks down revenues from mutual funds, ETFs
- By: Michelle Schriver
- September 26, 2024 September 26, 2024
- 15:20
OSFI easing stress test requirements for uninsured mortgages when switching providers
Policy change comes in response to feedback from industry, Canadians
- By: The Canadian Press
- September 26, 2024 September 26, 2024
- 12:11
TD Bank announces new co-heads of U.S. commercial banking business
Appointments follow multiple executive changes as bank resolves U.S. investigations into anti–money laundering program
- By: The Canadian Press
- September 26, 2024 September 26, 2024
- 11:57
National Bank receives Competition Bureau clearance for deal to buy CWB
Approval by OSFI, minister of finance still to come
- By: The Canadian Press, IE Staff
- September 26, 2024 September 26, 2024
- 11:20