Big banks, feds agree on no-cost banking
No-cost accounts for low-income seniors, youth and students
- By: Julian Beltrame
- May 27, 2014 May 27, 2014
- 11:35
Latest news in Industry News
The making of the 2014 Dealers’ Report Card: Editors discuss methodology
Pablo Fuchs, senior editor of Investment Executive, and Clare O’Hara, reporter, explain the research and interview approaches used to put together the 2014 Dealers’ Report…
- By: Pablo Fuchs
- May 27, 2014 October 31, 2019
- 09:05
SIFMA market fee challenge moving ahead
SEC has jurisdiction to consider fee rule challenges
- By: James Langton
- May 26, 2014 May 26, 2014
- 10:15
CPPIB earns 16.5% return for latest financial year
Assets under management rise to $219.1 billion
- By: David Paddon
- May 23, 2014 May 23, 2014
- 15:10
Millennials’ dependence on mobile devices changing financial behaviours: poll
Vast majority say banking apps have given them more control and improved their overall financial standing
- By: IE Staff
- May 23, 2014 May 23, 2014
- 11:20
UK insurers face growing regulatory scrutiny: Fitch
Proposed accountability rules for senior executives will probably increase the overall regulatory burden
- By: James Langton
- May 23, 2014 May 23, 2014
- 10:20
2014 Dealers’ Report Card: Editors discuss key research results
Pablo Fuchs, senior editor of Investment Executive, and Clare O’Hara, reporter, explain how dealer firms are putting the pieces together to help advisors succeed, and…
- By: Pablo Fuchs
- May 23, 2014 October 31, 2019
- 10:15
SCC upholds mandatory retirement for equity partners
Ruling has implications for financial firms structured as partnerships
- By: James Langton
- May 23, 2014 May 23, 2014
- 07:30
BDC Venture Capital, GrowthWorks win vencap award
The firms are joint recipients of CVCA’s 2014 Venture Capital ‘Deal of the Year’ Award
- By: IE Staff
- May 22, 2014 May 22, 2014
- 15:15
PMAC announces journalism award winners
IE reporter wins for feature on assisting families with special needs members
- By: IE Staff
- May 22, 2014 May 22, 2014
- 15:00
ICE names new NYSE CEO
Thomas Farley to succeed Duncan Niederauer
- By: James Langton
- May 22, 2014 May 22, 2014
- 09:40
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
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