New testing system for life insurance agents draws complaints
The new testing system could lead to higher costs, less agents, and less people buying life insurance, according to Primerica
- By: Alexander Panetta
- May 19, 2014 May 19, 2014
- 07:20
Latest news in Industry News
EdgeHill Partners president resigns
Colin Jang will continue to have a consulting arrangement with EdgeHill
- By: IE Staff
- May 16, 2014 May 16, 2014
- 15:00
BMO InvestorLine offer encourages young Canadians to begin investing sooner
81% of young Canadians plan to begin investing online within the next five years
- By: IE Staff
- May 16, 2014 May 16, 2014
- 11:25
Millennials on firmer financial footing than their parents were: report
Though saddled with more debt and costlier homes, young people, have a little more spending power
- By: Linda Nguyen
- May 15, 2014 May 15, 2014
- 19:15
Distinguished Advisor Workshops to kick off in Winnipeg
Cross-Canada workshops feature Evelyn Jacks, John Poysner and Alan Rowell
- By: IE Staff
- May 15, 2014 May 15, 2014
- 13:10
PPI, Dundee Goodman Insurance form strategic alliance
Clients will benefit from sophisticated support for risk management and estate planning
- By: IE Staff
- May 15, 2014 May 15, 2014
- 09:30
Take a discerning approach with LinkedIn
Don’t be afraid to decline invitations when building your network
- By: Fiona Collie
- May 14, 2014 May 14, 2014
- 16:30
B.C. seeks public input on proposed new trustee law
Law affect would the administration of wills and estates, investing, and pension fund management
- By: James Langton
- May 14, 2014 May 14, 2014
- 15:30
ACPM proposes new model to address DB pension challenges
Without changes, DB pension plans will continue to decline
- By: IE Staff
- May 14, 2014 May 14, 2014
- 11:05
Sprott posts increased Q1 earnings, revenues
Assets under management dip
- By: The Canadian Press
- May 14, 2014 May 14, 2014
- 10:10
Additional regulation needed for large banks: IMF report
When large banks have lower capital levels and less-stable funding, they create more systemic risk
- By: James Langton
- May 14, 2014 May 14, 2014
- 09:30
Delay in passing Bill C-31 will have ‘serious consequences’ for FATCA, IIAC warns
Deferral would place a more costly and difficult compliance burden on Canada’s investment industry
- By: James Langton
- May 14, 2014 May 14, 2014
- 08:00
Remedies hearing in advisor dismissal case to proceed
Quebec court declines CIBC WM request to stay proceedings
- By: James Langton
- May 13, 2014 May 13, 2014
- 16:25
Desjardins reports growth in Q1 operating income
Assets grow to $222.9 billion
- By: IE Staff
- May 13, 2014 May 13, 2014
- 14:00
Madoff Victim Fund receives more than 50,000 claims
Loss claims total more than US$40 billion
- By: James Langton
- May 13, 2014 May 13, 2014
- 11:50
LSE in talks to acquire Russell Investments
Discussions with Northwestern Mutual are ongoing
- By: James Langton
- May 13, 2014 May 13, 2014
- 07:50
HFTs likely to withdraw liquidity when market volatility increases: report
When markets are volatile, an information asymmetry problem becomes more severe, and HFTs supply less liquidity
- By: James Langton
- May 13, 2014 May 13, 2014
- 07:00
70% of widowed clients switch financial advisors — don’t be left out
Jennifer Black, senior financial advisor, certified financial planner, Manulife Securities, and co-author of “Managing Alone, Your Trusted Advisors’ Guide to Dealing With the Death of…
- By: Jennifer Black
- May 13, 2014 December 15, 2017
- 05:00
BoC report examines HFT competition
The first few HFT traders to enter the market help enhance market quality
- By: James Langton
- May 12, 2014 May 12, 2014
- 14:30
CUA, Qtrade form wealth management artnership
Credit union will deliver investment services via Qtrade
- By: IE Staff
- May 12, 2014 May 12, 2014
- 08:25
No rating implications from Scotia stake in Canadian Tire Financial Services: Fitch
Marketing agreement is favourable to the the bank
- By: James Langton
- May 9, 2014 May 9, 2014
- 14:05
SCC dismisses appeal on tax haven info
Lawyer had sought access to records from the Ontario Ministry of Finance after it revised tax laws to eliminate the loophole for tax haven corporations
- By: James Langton
- May 9, 2014 May 9, 2014
- 11:20
Mother’s Day poll finds moms concerned about finances
Funding retirement and education keep moms up at night
- By: Fiona Collie
- May 9, 2014 May 9, 2014
- 09:50
Demand for professional financial advice expected to rise
George Hartman, co-founder & managing partner at ELITE Advisors Canada Ltd, CEO at Market Logics Inc. explains the demographic shifts that will cause a rise…
- By: George Hartman
- May 9, 2014 December 15, 2017
- 09:35
Majority of Canadians unclear over fees
With CRM 2 on the horizon, advisors should make sure clients know the value of the advice they receive
- By: Rudy Mezzetta
- May 8, 2014 May 8, 2014
- 14:40