Manulife expands third party private asset management business
New business unit will be headed by Kevin Adolphe
- By: IE Staff
- November 11, 2013 December 14, 2017
- 09:50
Latest news in Industry News
CPP investment fund grows to $192.8 billion
CEO says quarter’s low return isn’t a big concern
- By: Linda Nguyen
- November 8, 2013 December 14, 2017
- 14:30
National Bank rolls out retirement planning app for iPad
Investment Track goes mobile
- By: IE Staff
- November 8, 2013 December 14, 2017
- 14:25
IFB Summit: Retirement income planning adds value to client relationship
Daryl Diamond, retirement income planner, Diamond Retirement Ltd., explains that retirement income planning — managing income streams during de-accumulation in a proper and tax-efficient way…
- By: Daryl Diamond
- November 8, 2013 April 6, 2019
- 10:30
Advocis launches new website
New site will help investors find an advisor in their area
- By: IE Staff
- November 8, 2013 December 14, 2017
- 10:05
PlanPlus CEO elected to FPA board
Five new members join the national board of Denver-based The Financial Planning Association for 2014
- November 8, 2013 December 14, 2017
- 09:30
Sask. crowdfunding rule opposed
FAIR Canada says it strongly opposes allowing unregulated portals to facilitate equity crowdfunding trades and payments
- By: James Langton
- November 7, 2013 December 14, 2017
- 17:20
Ontario mulls review of advisor governance
Industry groups supportive of formal recognition of financial planning as a profession
- By: James Langton
- November 7, 2013 December 14, 2017
- 16:15
Keybase refuses OBSI compensation recommendation
Mortgage investments were made without the firm’s knowledge
- By: James Langton
- November 7, 2013 December 14, 2017
- 15:50
CRM 2 requires more face time with clients
The expectation is that portfolio managers will meet with clients during account openings and annual reviews
- By: Fiona Collie
- November 7, 2013 December 14, 2017
- 14:40
IFB Summit: Two top regulatory issues facing advisors
David Di Paulo, securities litigation partner, Borden Ladner Gervais, discusses two major regulatory concerns facing advisors. He discusses the impact of current legislative changes regarding…
- By: David Di Paulo
- November 7, 2013 April 6, 2019
- 10:30
TMX posts higher Q3 profit
CDS, Alpha help boost revenues despite softness in capital markets
- By: The Canadian Press
- November 7, 2013 December 14, 2017
- 10:00
FPSC campaign promotes Financial Planning Week
National television campaign airs Nov. 4-24
- By: IE Staff
- November 7, 2013 December 14, 2017
- 09:50
Canaccord Genuity narrows Q2 loss
Revenue falls 2% to $183.6 million
- By: The Canadian Press
- November 6, 2013 December 14, 2017
- 19:25
Univeris Summit: Advisors greater compliance risk than seniors
Dealers should put more of a focus on training their advisors on how to work with seniors
- By: Fiona Collie
- November 6, 2013 December 14, 2017
- 19:00
Sun Life posts Q3 loss on sale of U.S. annuity business
Wealth sales up 25%, insurance sales up 6%
- By: The Canadian Press
- November 6, 2013 December 14, 2017
- 18:20
IFB Summit: Regulators look to reviews
The new emphasis on reviews is part of a broader effort by regulators to make rules based on evidence
- By: Megan Harman
- November 6, 2013 April 6, 2019
- 17:10
Investors face risks from growing financial exclusion: report
SHARE outlines business arguments for banks to improve services to underserved market segments
- By: James Langton
- November 6, 2013 December 14, 2017
- 14:00
Lorne Park sets up shop
Boutique firm headed up by industry veterans Bob Sewell and Steve Meehan
- By: James Langton
- November 6, 2013 December 14, 2017
- 12:45
IFB Summit: OBAs in compliance spotlight
Dealers and advisors should take steps to ensure they’re operating in compliance with rules governing outside business activities
- By: Megan Harman
- November 6, 2013 April 6, 2019
- 11:50
Industrial Alliance profit rises in Q3
Earnings from continuing activities increase by 61%
- By: IE Staff
- November 6, 2013 December 14, 2017
- 11:15
IFB Summit: Is the Internet replacing advisors?
Rick Forchuk, special advisor, distribution practices, Empire Life, cites several studies that show that the Internet is not replacing advisors. He explains that consumers are…
- By: Rick Forchuk
- November 6, 2013 April 6, 2019
- 09:45
Digital currency transactions taxable: CRA
Rules for barter transactions apply
- By: James Langton
- November 5, 2013 December 14, 2017
- 17:00
Northern Trust names new head of Canadian operations
Arti Sharma to continue to build on firm's growth in Canada
- By: James Langton
- November 5, 2013 December 14, 2017
- 16:45