Mutual fund sales decline in March
Total mutual fund AUM reached $1.06 trillion last month
- By: James Langton
- April 16, 2014 April 16, 2014
- 16:00
Latest news in Industry News
American Funds investors at risk through Heartbleed
Clients who logged into the company’s site between December 2013 and April 2014 are vulnerable
- By: James Langton
- April 16, 2014 April 16, 2014
- 15:45
Mt. Gox bitcoin exchange headed for liquidation
Court rejects bankruptcy protection
- By: Yuri Kageyama, The Associated Press
- April 16, 2014 April 16, 2014
- 13:15
Canada and Australia host world’s strongest banking systems: Moody’s
Profitability of banks to remain strong in both countries despite headwinds, says ratings agency
- By: James Langton
- April 16, 2014 April 16, 2014
- 11:15
Canadians confused about tax treatment of investments
Advisors have a role to play in educating clients about how different investments are taxed
- By: Fiona Collie
- April 16, 2014 April 16, 2014
- 05:00
Scotiabank COO retiring
Bank announces realignment of key executive reporting relationships with the retirement Sabi Marwah
- By: IE Staff
- April 15, 2014 April 15, 2014
- 15:30
Mounties asked CRA to delay announcing theft of SINs
Delay aided search for possible suspects
- By: James Langton
- April 15, 2014 April 15, 2014
- 13:45
BMO, CFEE expand financial literacy program
New report shows Canadians would much rather talk to their kids about the facts of life than finances
- By: IE Staff
- April 15, 2014 April 15, 2014
- 13:15
Feds name Financial Literacy Leader
FCAC’s Jane Rooney to oversee development of a national financial literacy strategy
- By: Fiona Collie
- April 15, 2014 April 15, 2014
- 09:20
Scotia iTrade cuts commissions for active investors
To qualify, investors must execute at least 150 commission-generating trades during the previous quarter
- By: James Langton
- April 15, 2014 April 15, 2014
- 09:00
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
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