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OBSI seeking comment on revised terms of reference

The revisions have been reviewed by regulators and provisionally approved by OBSI’s board

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SIFMA releases data aggregation principles

The goal is to help clients better protect their data

Toronto sign in Nathan Phillips Square with Old City Hall and downtown buildings in the back

Feds fund TFSA’s ASPIRE program

The program’s goal is to address the upcoming labour shortage in the financial services industry

Bank of Nova Scotia main branch in Calgary, Alberta

Scotiabank deal to sell Malaysian unit called off

The bank is reviewing its strategic options for its Malaysia franchise

personal development, personal and career growth

Jim Ruta to join forces with Norm Trainor

Both advisor coaches will merge their consulting businesses into Trainor’s firm, The Covenant Group

Business man at a fork in the road

IFSE Institute introduces career tool

Career Pathways aims to help financial services professionals just starting out or looking to advance in their careers

High angle view of businesspeople shaking hands and closing a deal

Equisoft acquires Kronos Technologies

Kronos is best known for its investment and insurance customer relationship management application and a financial needs analysis tool

Bank of Nova Scotia main branch in Calgary, Alberta

Scotiabank CEO concerned over Trans Mountain fate, Canadian competitiveness

The bank is investing $250 million over the next decade to help its employees adapt to the digital economy

Heavy Industry on Coast of Canada

IA purchases B.C. MGA

ABEX Brokerage Services and ABEX National Brokerage will be integrated in PPI, a new subsidiary that IA acquired six weeks ago

CIBC HQ

CIBC looking to raise up to US$240 million in FirstCaribbean stock offering

CIBC is expected to maintian a majority stake in FirstCaribbean after the offering

Three business women

WCM Return to Bay Street 2018 applications now open

The awards have helped 42 senior professional women return to the capital markets industry after an extended absence

  • April 10, 2018 April 10, 2018
  • 15:15

Keybase adopts Invesco’s advisorDUO platform

The mutual fund dealer will give more than 150 advisors access to the online digital wealth-management platform

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ATB invests in AI partnership with University of Alberta

The interdisciplinary team encourages students and researchers to develop real-world banking solutions and applications

Silhouttes of Two Business People Having a Handshake

Clearpool Group partners with BMO Capital Markets

The electronic trading software provider expands to Canada

Fintech Investment - group of people in meeting with abstract charts and graphs on table

Banks may be sidelined in age of social media, big data, warns RBC CEO

Canada’s biggest banks have been investing heavily in technological innovation to stay ahead of the curve

Toronto downtown with new streetcar

Vistra expands to Canada

The corporate services provider will initially focus on the alternative investments business

  • April 6, 2018 April 6, 2018
  • 11:30
Business meeting concept illustration in an aerial view with people sitting around a conference table

OBSI names new CIAC chairman and members

Guy Lemoine to oversee advisory council

BMO signage in Indianapolis

Cannabis financings face “enhanced” due diligence, BMO CEO says

Thursday’s annual meeting was Darryl White’s first as CEO

Savings money jar full of coins concept for saving or investment for a house, retirement or education

Wealthsimple launches premium savings account

The digital wealth management firm has partnered with EQ Bank

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Vincent Hogue out at Desjardins

A change in management structure led to his departure, Finance et Investissement has learned

hacker programing in technology enviroment with cyber icons and symbols

Financial services top target of cyberattacks

Cybercriminals focused on ransomware and destructive attacks in 2017

Macro view of laptop computer, tablet and smarphone

Learnedly launches ETF course for mutual fund reps

The proficiency course follows requirements set out by the MFDA

personal development, personal and career growth

Wellington-Altus hires advisor coaching firm

Carson Group to guide the firm’s advisors in every facet of their business

Intertwining steel arches at sam pollock square, brookfield place, toronto,

Former colleagues launch boutique investment firm

Crimson Asset Management to focus on high net-worth investors

Financial protection for the future, nest egg, retirement savings

Aviso Wealth merger closes

The merger of Credential Financial, Qtrade and NEI Investments creates a wealth management firm with more than $55 billion in assets under management

  • By: IE Staff
  • April 3, 2018 April 3, 2018
  • 14:40