Differing treatment of financial instruments in Canada and the U.S. will put banks in a delicate situation
Canaccord Financial name takes effect Dec. 1
Acquisition deepens financial planning capabilities and broadens network
Proposed legislation would block referrals, hamper recruitment
Extension granted to meet industry requests
China Unionpay cards now accepted at CIBC ABMs
Deal will boost Global’s advisor count to over 250
Purchase significantly expands Manulife’s wealth management business
Manulife-Sinochem cleared to open new branch in the city of Tianjin
Service provides an impartial third-party assessment of CE programs to ensure they meet the needs of advisors
Fidelity Investments expands clearing operations with launch of Canadian-based unit
Financial services giant plants trees to symbolize future growth
JEVCO to be Kingsway’s marketing brand in Canada
Market slump drags down revenue
With more Canadians turning to self reliance, the cost of advice is under pressure
Confidence levels with mutual funds stable: survey
Four directors join commodities team
UK, U.S. regulators have switched focus from principles to rules
Canadian cities lose ground
Credit union sees opportunity to enhance current wealth management offering
Carbon Disclosure Group includes bank in index
Conference Board outlines compensation guiding principles for public companies