Canadian M&A activity remains slow
The value of M&A transactions increased 9.7% in Q3
- By: James Langton
- November 27, 2013 December 14, 2017
- 13:15
Latest news in Industry News
PMAC 2013: Inadequate KYC poses greatest compliance concern
Rebecca Cowdery, partner, Borden, Ladner Gervais, discusses the number one compliance concern according to both regulators and industry - going beyond the KYC form to…
- By: Rebecca Cowdery
- November 27, 2013 December 15, 2017
- 12:10
Market tensions easing but risks remain: ECB
Review finds stress indicators have almost returned to pre-crisis levels
- By: James Langton
- November 27, 2013 December 14, 2017
- 11:40
Succession planning: Internal sale offers flexibility for portfolio managers
An internal sale leaves sellers more confident because the buyer understands the business and is less likely to sue
- By: Fiona Collie
- November 26, 2013 December 14, 2017
- 17:00
CRA gets praise from auditor general
Agency needs to ramp up efforts to handle the increase amount of information it is receiving about offshore accounts.
- By: James Langton
- November 26, 2013 December 14, 2017
- 15:20
CPPIB shuffles senior management
Benita Warmblod and Nick Zelnczuk switch roles
- By: IE Staff
- November 26, 2013 December 14, 2017
- 12:40
IEF, CPA Canada help parents and kids talk money
CPA Canada resources are part of an expanded Investor Education Fund website
- November 26, 2013 December 14, 2017
- 10:50
CLHIA brochures go mobile
Initiative in support of financial literacy
- By: IE Staff
- November 26, 2013 December 14, 2017
- 10:00
Rate on spousal loans to drop
Interest rate returning to 1% in January
- By: Rudy Mezzetta
- November 22, 2013 December 14, 2017
- 16:00
Parents support financial literacy education in the classroom
Investor Education Fund launches resources for teachers, parents and student
- By: IE Staff
- November 21, 2013 December 14, 2017
- 12:15
DFS income rises in third quarter
AUMA climb to $36.2 billion
- By: IE Staff
- November 21, 2013 December 14, 2017
- 11:10
Thomson, Weston family fortunes see double-digit growth
Annual ranking of Canada’s wealthiest released
- By: The Canadian Press
- November 21, 2013 December 14, 2017
- 09:30
FPSC sees progress towards 2020 goal
List reports increase in CFP numbers, more momentum for recognizing financial planning as a profession
- By: Fiona Collie
- November 20, 2013 December 14, 2017
- 16:25
NYSE firms report stable Q3 results
Profit unchanged from Q2, revenues slip
- November 20, 2013 December 14, 2017
- 15:35
FPSC Foundation gets new name, more support
The Financial Planning Foundation is now getting support from the Institut québécois de planification financiére
- By: Fiona Collie
- November 20, 2013 December 14, 2017
- 13:45
Alternative asset managers targetting retail investors: Fitch
Private equity firms are going beyond HNW investors to focus on the mass affluent
- By: James Langton
- November 20, 2013 December 14, 2017
- 13:15
Northern Securities refuses OBSI recommendation for compensation
Ombudsman announces measures to speed up complaints resolution
- By: James Langton
- November 20, 2013 December 14, 2017
- 10:40
Toronto a second-tier financial centre: report
Perception driven by Bay Street’s smaller securities industry
- By: James Langton
- November 20, 2013 December 14, 2017
- 09:25
Shift to electronic disclosure will take time
Paper still the preferred method of regulators and clients alike
- By: Fiona Collie
- November 19, 2013 December 14, 2017
- 16:50
OLHI completes another successful year
OmbudService for Life & Health Insurance will continue to handle complaints related to seg funds
- By: IE Staff
- November 19, 2013 December 14, 2017
- 16:25
JPMorgan, U.S. government reach $13 billion settlement
Settlement resolves claims arising out of the sale and of residential mortgage-backed securities
- By: James Langton
- November 19, 2013 December 14, 2017
- 16:15
AGF, Primerica renew fund agreement
Primerica Concert Funds to continue investment in AGF Funds
- By: IE Staff
- November 19, 2013 December 14, 2017
- 14:45
Homeowners worried they won’t retire debt free: survey
Many do not take advantage of easy strategies to manage debt
- By: IE Staff
- November 19, 2013 December 14, 2017
- 11:40
Seniors have fewer financial regrets: poll
Majority of Canadians would make changes to life’s financial decisions, despite widespread satisfaction
- By: IE Staff
- November 19, 2013 December 14, 2017
- 11:05
‘Accidental philanthropists’ need help from advisors
Vehicles such as donor-advised funds can help clients give to small organizations over a period of time
- By: Fiona Collie
- November 19, 2013 December 14, 2017
- 10:45