Advisors and social media: Lost in translation?
40% of financial advisors say they interact with clients via social media, but only 7% of clients say this is the case
- By: IE Staff
- May 22, 2014 May 22, 2014
- 09:15
Latest news in Industry News
Poor communication hampering insurance sales
Study reveals disconnect in communication between the insurance industry and the public
- By: Megan Harman
- May 21, 2014 May 21, 2014
- 16:00
Credit Suisse settlement sets precedent for others: Fitch
Banks facing various investigations by U.S. authorities could see similar deals
- By: IE Staff
- May 21, 2014 May 21, 2014
- 15:10
Fewer Canadians buying life insurance, but the need remains
A steady increase in life expectancy has individuals more concerned about outliving their money than dying prematurely
- By: Megan Harman
- May 20, 2014 May 20, 2014
- 15:00
RSA Canada to sell insurance brokerage Noraxis
Sale to Illinois-based Arthur J. Gallagher & Co. is expected to generate $441 million
- By: James Langton
- May 20, 2014 May 20, 2014
- 08:30
Credit Suisse bank pleads guilty in U.S. tax evasion case
Bank agrees to pay $2.6 billion
- By: James Langton
- May 20, 2014 May 20, 2014
- 08:00
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
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