B2B Trust, Empire Life sign loan distribution agreements
Preferred rates on investment and RRSP loans will be offered to investors who eligible Empire Life mutual funds
- By: IE Staff
- May 23, 2012 May 23, 2012
- 09:50
Latest news in Industry News
Royal Bank wins two Retail Banker International Awards
RBC named best retail bank in North America; Dave McKay named best retail banker
- By: IE Staff
- May 23, 2012 January 22, 2018
- 09:15
FAIR calls for consolidated registration database
Investor advocacy group also urges OSC to oppose advisor incorporation
- By: James Langton
- May 18, 2012 May 18, 2012
- 16:20
ICAP to acquire PLUS Stock Exchange
ICAP committed to expanding the equities listings venue
- By: James Langton
- May 18, 2012 May 18, 2012
- 15:50
BMO Harris adjusts trading commissions, portfolio fees
Standard flat trading commission to be reduced from seven cents to four cents per share
- By: IE Staff
- May 18, 2012 May 18, 2012
- 14:55
Investors Group to cut management fees on two-thirds of funds
Company will also make “certain refinements” to advisor compensation
- By: Jade Hemeon
- May 18, 2012 May 18, 2012
- 07:55
Union of Canada Life policies to be transferred to Union Life Mutual
Policyholders will continue to be serviced without interruption
- By: IE Staff
- May 17, 2012 May 17, 2012
- 13:40
Global banks may need to raise US$566 billion to satisfy Basel III: Fitch
New capital rules could restrict the ability of banks to increase dividends or undertake share buybacks
- By: James Langton
- May 17, 2012 May 17, 2012
- 11:40
TDAM adopts CFA Institute asset manager conduct code
TDAM joins growing list of investment firms to pledge integrity, ethical behavior
- By: IE Staff
- May 17, 2012 May 17, 2012
- 09:20
Majority of boomers can’t wait for retirement, but only half have a budget
Retired boomers require 60% of their annual pre-retirement income, survey finds
- By: IE Staff
- May 17, 2012 May 17, 2012
- 08:30
2012 CIFPs conference preview
Keith Costello, president and CEO of the Canadian Institute of Financial Planners, discusses the upcoming 2012 CIFPs conference May 27 to 30 in Vancouver. He…
- By: Paula Virany
- May 16, 2012 December 15, 2017
- 17:40
Allure of HNW clients grows
Holding on to assets will be a major challenge as wealth passes from one generation to another
- By: Jade Hemeon
- May 16, 2012 May 16, 2012
- 13:50
AIMA Canada publishes new Handbook
Publication profiles Canada’s $30 billion hedge fund industry
- By: IE Staff
- May 16, 2012 May 16, 2012
- 09:40
Raymond James offers boutique feel at Toronto flagship branch
Relaunched branch intended to appeal to entrepreneurial growth-oriented advisors
- By: IE Staff
- May 16, 2012 May 16, 2012
- 09:00
Reference checks and social media; more provinces weigh in
As personal information becomes more and more accessible across the web, governments are stepping in to caution searchers and those who search
- By: Patricia Chisholm
- May 15, 2012 May 15, 2012
- 14:50
CIBC, Rogers to launch mobile payment application
Widespread use is still a few years away, analysts say
- By: The Canadian Press
- May 15, 2012 May 15, 2012
- 13:00
Penfund strengthens investment team
Jeremy Thompson joins as partner
- By: IE Staff
- May 15, 2012 May 15, 2012
- 09:45
Canadian investors more optimistic than American neighbours: survey
Border divides fiscal outlook yet neighbours share home country bias
- By: IE Staff
- May 15, 2012 May 15, 2012
- 08:30
Largest U.S. asset managers likely to be designated systemically important: Moody’s
Asset managers and money market funds designated as SIFIs will see their expenses go up
- By: James Langton
- May 14, 2012 May 14, 2012
- 16:00
Sun Life class action enters unexplored legal territory
Court says procedural rules for a motion for approving a third party funding agreement need to be developed
- By: James Langton
- May 14, 2012 May 14, 2012
- 15:00
Banking industry introduces guidelines for mobile payments
CBA guidelines will serve as a blueprint for how mobile payment capabilities can be offered in the Canadian market
- By: James Langton
- May 14, 2012 May 14, 2012
- 10:00
Staying clear of some common compliance mishaps
Approved person transfers, outside business activities and transferring leverage accounts
- By: Patricia Chisholm
- May 11, 2012 May 11, 2012
- 14:50
G&F Financial to sell general insurance business to The Co-operators
Acquisition boosts builds on insurer’s recent growth in British Columbia
- By: IE Staff
- May 11, 2012 May 11, 2012
- 09:00
JPMorgan Chase discloses US$2 billion trading loss
Losses could “easily get worse”
- By: James Langton
- May 11, 2012 May 11, 2012
- 07:00
OBSI to tweak suitability and loss assessment process
Proposed changes based on industry comments, review of other jurisdictions
- By: James Langton
- May 10, 2012 May 10, 2012
- 16:05