Industry

Asset managers respond to FSB recommendations

September 22, 2016 James Langton
Client Communications

Educate your clients with “explainer” videos

September 22, 2016 Beatrice Paez
Educate your clients with “explainer” videos

FirstOntario CU launches new wealth-focused website

September 22, 2016 IE Staff
Lifecos have work to do on their websites, Forrester’s study finds

BMO Capital Markets to donate $1.6 million to education charities

September 22, 2016 James Langton

Insurance ombudservice closes most investigations in its history in 2015-16

September 21, 2016 Megan Harman
OBSI plans to improve resolution process
Financial Planning

Estate disputes: keeping the peace

September 21, 2016 Beatrice Paez
Estate planning: Common issues to look out for

CIBC forms strategic partnership with Australian and Israeli banks

September 21, 2016 IE Staff

Ontario court approves class-action settlement between Manulife and policyholders

September 21, 2016 Megan Harman

New AI-powered robo-advisor launches to Canadian public

September 21, 2016 IE Staff
Rise of robo-advisors in mortgage business could have an impact

TMX Group cuts 115 jobs in effort to reduce costs

September 21, 2016 The Canadian Press

Technology, demographics to drive change in investor expectations

September 21, 2016 Tessie Sanci

IFIC is split on CSA proposals

September 20, 2016 James Langton
FAIR Canada not in favour of regulators’ stance on best interest standard