Show clients the value you create, says IIAC head
Some of the most important services advisors provide for clients are the least dramatic
- By: James Langton
- October 31, 2013 December 14, 2017
- 08:55
Latest news in Industry News
NYSE, ICE postpone merger closing
Delay will give European regulators more time to issue approvals
- By: James Langton
- October 31, 2013 December 14, 2017
- 07:25
RBC honoured with private banking award
Global Private Banking Awards recognize excellence in wealth management
- By: IE Staff
- October 30, 2013 December 14, 2017
- 14:15
Bourque: Bail-ins, living wills and recovery plans for financial institutions
Michèle Bourque, president and CEO of the Canada Deposit Insurance Corp., discusses Canada’s progress in instituting legislation designed to bring an end to “too big…
- By: Michèle Bourque
- October 30, 2013 December 15, 2017
- 12:35
Standard Life posts 14% increase in fee-based AUA
Firm reports strong momentum in retail business
- By: IE Staff
- October 30, 2013 December 14, 2017
- 09:20
PwC, Booz announce merger plans
Partner vote scheduled for December
- By: James Langton
- October 30, 2013 December 14, 2017
- 08:30
Canada not prepared for a major earthquake, IBC warns
Insurance industry advances a national strategy on earthquake response
- By: IE Staff
- October 29, 2013 December 14, 2017
- 13:40
OBSI, De Thomas disagree over leverage strategy
Firm declines Ombudsman recommendation for compensation
- By: James Langton
- October 29, 2013 December 14, 2017
- 13:20
FCAC finds few violations
Credit cards, account fees and refusals to open an account make up the bulk of consumer complaints
- By: James Langton
- October 29, 2013 December 14, 2017
- 11:00
Pro-Financial finds a suitor
Fund portfolios to be managed by Kingship Capital
- By: IE Staff
- October 29, 2013 December 14, 2017
- 10:45
Canadian investors more optimistic about financial future
60% of Canadian investors surveyed said they use an advisor, which is double the global average of 24%
- By: James Langton
- October 29, 2013 December 14, 2017
- 10:15
Pension head calls for immediate reform in new book
Teachers’ CEO Jim Leech calls on politicians to address strained pension system
- By: Romina Maurino
- October 29, 2013 December 14, 2017
- 08:15
Insurance agents prepare now for tougher compliance standards
Regulators have begun taking steps to level out the requirements across the financial services industry
- By: Megan Harman
- October 28, 2013 April 6, 2019
- 15:40
Proposed U.S. investor protection bill problematic
Planners say bill would undermine efforts to impose new fiduciary standards
- By: James Langton
- October 28, 2013 December 14, 2017
- 15:00
Advice industry at breaking point
Choice and access to financial products, services and advice will diminish if compliance costs are not reined in, says Advocis CEO
- By: Fiona Collie
- October 28, 2013 April 6, 2019
- 12:00
Canadian pensions progress in third quarter: RBC
Improving economic data from Europe and China help spark global stocks
- By: IE Staff
- October 28, 2013 December 14, 2017
- 11:40
Canadian First Financial completes acquisition of MonCana Bank
7,000 MonCana Bank customers moving to Canadian First
- By: IE Staff
- October 28, 2013 October 28, 2013
- 09:25
Employees in greatest need may not get support: report
Fewer than 50% of younger and older workers are covered by employer sick leave and disability leave pla
- By: IE Staff
- October 28, 2013 December 14, 2017
- 09:10
Killins sentenced to four years
Former financial advisor pled guilty to fraud in June 2013
- By: Fiona Collie
- October 25, 2013 December 14, 2017
- 10:00
BMO GAM strengthens U.S. investment team
New hires join Chicago office
- By: IE Staff
- October 25, 2013 December 14, 2017
- 09:55
Talk to clients about housing, healthcare in retirement
Advisors need to have a serious talk with clients about their preferred living arrangements in retirement
- By: Fiona Collie
- October 25, 2013 December 14, 2017
- 07:30
Tell clients about RESP grants
Many Canadian parents remain unaware of the government grants available to them
- By: Fiona Collie
- October 24, 2013 December 14, 2017
- 13:40
Privacy concerns with FINTRAC remain
The agency continues to accept and retain personal information not relevant to its mandate, Privacy Commissioner says
- By: IE Staff
- October 24, 2013 December 14, 2017
- 09:20
Man fined for failing to file tax returns
Failure to comply with CRA notices resulted in charges being laid
- By: James Langton
- October 23, 2013 December 14, 2017
- 09:20