Credit unions show solid gains in Q2
System assets rise 7% to $145.7 billion
- By: IE Staff
- September 17, 2012 September 17, 2012
- 11:00
Latest news in Industry News
Kingsway announces restructuring
Specialty insurer plans to streamline management in two business segments
- By: The Canadian Press
- September 17, 2012 September 17, 2012
- 10:40
Client risk tolerance rarely assessed accurately
Avoid these common mistakes in determining the risk profiles of your clients
- By: Megan Harman
- September 17, 2012 September 17, 2012
- 07:20
New TMX shares to start trading next week
Share swap completed
- By: The Canadian Press
- September 14, 2012 September 14, 2012
- 15:10
Equities critical for investment returns, despite volatility
Advisors must remind skittish clients there are also risks associated with seemingly safe vehicles
- By: Megan Harman
- September 14, 2012 September 14, 2012
- 11:20
Report calls for changes to GST on financial services
Investment merits, not effective tax rates, should govern consumer choices
- By: IE Staff
- September 14, 2012 September 14, 2012
- 10:40
IAFP launches mentorship program
Program aims to help planners achieve the RFP designation
- By: Megan Harman
- September 14, 2012 September 14, 2012
- 09:40
Planners urged to work with accountants
Planners can help identify strategies and tax-planning opportunities that might not otherwise be obvious
- By: Megan Harman
- September 14, 2012 September 14, 2012
- 09:20
EMDA launches continuing education series
CFO program is the first of its kind in Canada for exempt market dealers
- By: IE Staff
- September 13, 2012 September 13, 2012
- 15:15
New Manulife unit eyes HNW clients
Manulife Private Wealth opens first branch
- By: IE Staff
- September 13, 2012 September 13, 2012
- 09:30
CRA urged to reduce misallocated tax payments
Recommendations by Taxpayers’ Ombudsman follow complaints from taxpayers
- By: James Langton
- September 13, 2012 September 13, 2012
- 08:30
CIRI calls for regulation of proxy advisors
Oversight needed to to ensure transparency and quality of shareholder voting
- By: James Langton
- September 12, 2012 September 12, 2012
- 17:30
Street Capital to apply for bank license
Approval would allow mortgage lender to broaden its product line into other forms of consumer lending and related services
- By: IE Staff
- September 12, 2012 September 12, 2012
- 16:00
Pershing comes to Canada
New affiliate to provide U.S. firm’s complete offering to the Canadian investment community
- By: IE Staff
- September 12, 2012 September 12, 2012
- 13:25
CGA Ontario gives $2 million to support financial education
Donation will help schools attract talent, support research, and award students with scholarships
- By: IE Staff
- September 12, 2012 September 12, 2012
- 08:50
OBSI welcomes three new directors
Appointments come in the wake of governance reforms
- By: James Langton
- September 12, 2012 September 12, 2012
- 07:00
Morgan Stanley, Citigroup reach deal on Smith Barney
Firms agree on US$13.5 million valuation
- By: James Langton
- September 11, 2012 September 11, 2012
- 13:30
IIAC to study investor satisfaction, loyalty
Survey conducted with Advisor Impact aims to define drivers of client engagement
- By: James Langton
- September 11, 2012 September 11, 2012
- 12:40
IMF sees little impact from regulatory reform
Banks can adapt without actions that would harm the wider economy
- By: James Langton
- September 11, 2012 September 11, 2012
- 10:00
Canadian parents turning to RESPs to help fund kids’ post-secondary education
More than 90% of parents are unaware of what types of investments can be held in an RESP
- By: IE Staff
- September 11, 2012 September 11, 2012
- 09:50
Royal Bank shifts business segments
Enhanced focus on institutional investor business
- By: IE Staff
- September 11, 2012 September 11, 2012
- 08:15
B2B Bank launches dealer services unit
Platform marks a milestone in the integration of MRS Companies
- By: IE Staff
- September 11, 2012 September 11, 2012
- 07:30
Simpler tax system is better, says CGA-Canada
Survey shows Canadians onside with CGA-Canada’s agenda to simplify tax system
- By: IE Staff
- September 10, 2012 September 10, 2012
- 14:35
Isaac losses manageable for insurers: Fitch
2012 expected to generate a below-average number of hurricanes and tropical storms along the Atlantic and Gulf Coasts
- By: James Langton
- September 10, 2012 September 10, 2012
- 13:40