FINRA chair becomes new CEO of FusionIQ
Also, Férique begins using Conquest’s planning platform
- By: Jonathan Got
- October 11, 2024 October 11, 2024
- 11:53
Latest news in Industry News
What happens to the capital gains tax changes if the government falls?
Legislation to implement the hike to the capital gains inclusion rate has yet to be passed
- By: Rudy Mezzetta
- October 10, 2024 October 10, 2024
- 18:06
TD fined US$3.09B as bank pleads guilty to U.S. charges related to money laundering
Non-financial sanctions put limits on the bank's growth in the U.S.
- By: Sammy Hudes, The Canadian Press
- October 10, 2024 October 10, 2024
- 14:50
Feds moving ahead with sustainable investing guidelines, but details still scarce
Government says it will launch a regulatory process to assess what information to require in company climate disclosures
- By: Ian Bickis, The Canadian Press
- October 10, 2024 October 10, 2024
- 12:05
Canaccord Genuity names former RBC exec Nadine Ahn as deputy CFO
Ahn was fired from her RBC role in April
- By: Noushin Ziafati
- October 10, 2024 October 10, 2024
- 11:39
Nicola Wealth hires former Grayhawk founder to grow UHNW biz
Michael Kaumeyer will be based in Calgary and work nationally for the firm
- By: IE Staff
- October 9, 2024 October 9, 2024
- 14:09
Tech roundup: IG partners with fintech to offer online estate planning services
Plus, other developments in wealth management tech
- By: Jonathan Got
- October 9, 2024 October 9, 2024
- 12:30
Ottawa consulting on taxing owners of vacant land
Feds targeting "undeveloped" residentially zoned land to encourage home building
- By: Rudy Mezzetta
- October 8, 2024 April 10, 2025
- 12:57
OSC names former auditor general as head of enforcement
Bonnie Lysyk, along with Josée Turcotte, will support the regulator in delivering its strategic plan
- By: IE Staff
- October 8, 2024 October 8, 2024
- 12:52
Former BNN anchor, Global X start financial YouTube channel
"Ticker Take with Jon Erlichman" will target DIY investors
- By: Noushin Ziafati
- October 8, 2024 October 8, 2024
- 12:17
More emissions accountability needed in Toronto’s financial sector: report
The report was produced by the Toronto Climate Observatory
- By: Ian Bickis, The Canadian Press
- October 8, 2024 October 8, 2024
- 10:24
Blue Owl bolsters data centres portfolio in US$1B deal
Alternative asset manager set to acquire $10.5B in AUM in deal for IPI Partners
- By: IE Staff
- October 7, 2024 October 7, 2024
- 17:51
U.S. securities industry tests backup plans
Industry's major exchanges, infrastructure capable of withstanding an operational crisis: SIFMA
- By: James Langton
- October 7, 2024 October 7, 2024
- 16:11
Mergers and acquisitions to pick up in 2025: KPMG
Tapping private capital will be a key strategy for businesses
- By: The Canadian Press
- October 7, 2024 October 7, 2024
- 16:02
‘It’s time to look ahead,’ new Advocis CEO says
Kelly Gorman brings triple-threat expertise to association’s finances, focus
- By: Michelle Schriver
- October 7, 2024 October 7, 2024
- 14:43
Letter: Financial literacy is for everyone, but it’s not one-size-fits all
Non-profit sector plays crucial role in building this life skill, writes Mélanie Valcin
- By: Mélanie Valcin
- October 4, 2024 October 4, 2024
- 14:21
Primerica Canada to distribute Canada Life seg funds
The deal will have no impact on existing advisors, insurer says
- By: Jonathan Got
- October 4, 2024 October 4, 2024
- 07:55
Wellington-Altus launches subsidiary with sub-advised funds
Independent Advisor Solutions will feature suite of funds from BlackRock
- By: IE Staff
- October 2, 2024 October 2, 2024
- 15:19
BMO creates new role: chief AI/data officer
Bank names Kristin Milchanowski to oversee AI, analytics and robotics strategies
- By: The Canadian Press
- October 2, 2024 October 2, 2024
- 13:23
Two financial planners receive FP Canada’s Fellow distinction
Shawn Brayman, R. Paul Thorne recognized for their "many contributions to the profession"
- By: IE Staff
- October 2, 2024 April 10, 2025
- 11:50
Indigenous-related capital markets activity set to grow, report says
More than $13 billion in project financing is available to Indigenous communities through government programs, Morningstar DBRS says
- By: The Canadian Press
- September 30, 2024 September 30, 2024
- 16:24
Avoid being sued over KYP shortfalls, expert tells IAFP symposium
Advisors should conduct independent analysis, educate clients, write detailed notes
- By: Jonathan Got
- September 30, 2024 September 30, 2024
- 15:18
Five ways to provide better advice
Improve client engagement by understanding human behaviour
- By: Jonathan Got
- September 30, 2024 September 30, 2024
- 12:17
ATB Financial to acquire Manitoba firm with $5.8B in AUM
BCV Asset Management Inc. to retain Winnipeg headquarters, branding
- By: Noushin Ziafati
- September 27, 2024 September 27, 2024
- 16:16
Digital tools to help build client relationships
Get ready to move beyond the PDF
- By: Jonathan Got
- September 27, 2024 September 30, 2024
- 14:35