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
Latest news in Industry News
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
BMO InvestorLine introduces adviceDirect
Online brokerage to offer advice
- By: IE Staff
- September 10, 2012 September 10, 2012
- 09:00
U.S. Treasury plans US$18 billion sale of AIG stock
Sale would reduce U.S. government’s stake in insurance giant to 20%
- By: James Langton
- September 10, 2012 September 10, 2012
- 08:30
Western Financial Group acquires Orion Insurance Brokers
Winnipeg office will continue to operate with the same staff under new ownership
- By: IE Staff
- September 7, 2012 September 7, 2012
- 14:05
Sun Life ratings under review: DBRS
Rating agency cites concerns over insurer’s weak profitability, earnings volatility
- By: James Langton
- September 7, 2012 September 7, 2012
- 10:40
Global ETF assets hit all-time high
Assets in ETFs, ETNs up 15.5% year-to-date to US$1.7 trillion
- By: Megan Harman
- September 7, 2012 September 7, 2012
- 09:35
Brokerage firms scale back European operations amid debt crisis
Institutional commissions in Europe down by 25% since 2009, Greenwich reports
- By: James Langton
- September 7, 2012 September 7, 2012
- 08:15