Plan now to enhance client experience with CRM 2
The implementation of the phase two of the Client Relationship Model (CRM 2) can be a positive business move for advisors and the firms who…
- By: Fiona Collie
- April 14, 2014 April 14, 2014
- 15:50
Latest news in Industry News
TIAA-CREF reaches deal to acquire Nuveen Investments for US$6.25 billion
The combined company will have almost US$800 billion in AUM
- By: James Langton
- April 14, 2014 April 14, 2014
- 14:30
Three WCM Return to Bay Street Award winners secure full-time roles in capital markets
The registration deadline for the 2014 conference is April 22
- By: IE Staff
- April 14, 2014 April 14, 2014
- 13:45
RBC Capital Markets signs onto Green Bond Principles
25 banks have announced support, ICMA says
- By: IE Staff
- April 14, 2014 April 14, 2014
- 13:30
CRA making ‘good progress’ against Heartbleed bug
E-services are still expected to resume over the weekend
- By: James Langton
- April 11, 2014 April 11, 2014
- 14:35
TD CEO to head Ontario advisory panel
Province to look at raising money from key public assets
- By: James Langton
- April 11, 2014 April 11, 2014
- 12:55
Help transition clients from accumulation to distribution
Advisors have an opportunity to assist investors bewildered by the growing array of retirement income products
- By: Megan Harman
- April 11, 2014 April 11, 2014
- 12:30
Heartbleed bug cuts public access to federal government websites
Websites that use OpenSSL software are suspending public access
- By: James Langton
- April 11, 2014 April 11, 2014
- 09:00
Focus on removing barriers to advice: LIRMA panel
Better communication, simpler products and attracting new advisors are key to helping investors save adequately for retirement
- By: Megan Harman
- April 11, 2014 April 11, 2014
- 07:00
CRA implements a patch for Heartbleed
Taxpayers to receive a grace period for filing after April 30 deadline equal to length of disruption
- By: James Langton
- April 10, 2014 April 10, 2014
- 14:30
U.S. court accepts SAC’s guilty plea
Firm to pay $1.184 billion in penalties for insider trading
- By: James Langton
- April 10, 2014 April 10, 2014
- 13:00
CPA Canada named financial literacy organization of the year
International recognition with the organization receiving a prestigious EIFLE Award
- By: IE Staff
- April 10, 2014 April 10, 2014
- 09:20
Canadian online banking unaffected by Heartbleed: CBA
Trade group says banks routinely check their networks for online threats
- By: James Langton
- April 9, 2014 April 9, 2014
- 15:10
CRA plans to resume online services this weekend
CRA continues to deal with security issues caused by the “Heartbleed Bug”
- By: James Langton
- April 9, 2014 April 9, 2014
- 15:05
Investors optimistic about 2014, but are more risk averse: survey
Conservative investment strategies prevail amid growing return expectations
- By: IE Staff
- April 9, 2014 April 9, 2014
- 09:20
Customer growth, Latin American expansion priorities for Scotiabank: CEO
Bank plans to increase its presence in Peru, Colombia, Mexico and Chile
- By: The Canadian Press
- April 8, 2014 April 8, 2014
- 18:30
Asset managers deliver median 15% revenue growth in 2013: Casey Quirk
Alternative asset managers outperformed their traditional rivals in both revenue growth and profit expansion
- By: IE Staff
- April 8, 2014 October 12, 2018
- 13:00
Help HNW clients prepare their children to manage inheritances
Treat financial literacy and estate planning conversations as an ongoing project
- By: Fiona Collie
- April 8, 2014 April 8, 2014
- 11:00
ING Direct changes its name to Tangerine
New name reflects the bank’s unique identity
- By: IE Staff
- April 8, 2014 April 8, 2014
- 10:00
RRSP withdrawals not the same as annuity payments, Tax Court rules
Withdrawals can’t be claimed as a pension credit on tax returns
- By: Fiona Collie
- April 8, 2014 April 8, 2014
- 09:30
CRM 2 reforms an opportunity for dealers: IIAC
IIAC chief Ian Russell stresses that both investors and the industry will benefit from the reforms
- By: James Langton
- April 8, 2014 April 8, 2014
- 08:20
Focus on what investment funds do, not how big they are: SIFMA
SIFMA, IIF comment on proposed methodology for assessing the systemic importance of investment funds
- By: James Langton
- April 7, 2014 April 7, 2014
- 15:00
Large investors propose sustainability reporting standard for public companies
Proposal includes specific recommendations for incorporating environmental and social disclosure requirements into listing rules for publicly traded companies
- By: IE Staff
- April 7, 2014 April 7, 2014
- 13:50
Women and younger Canadians turning increasingly to online investing
One in four people invests online
- By: IE Staff
- April 7, 2014 April 7, 2014
- 10:10