Pilot program includes 16 of the world’s largest insurance companies
IBrix funds to close in March 2019
The advisor used an active trading strategy to produce more than $1 million in commissions from trading for three senior clients over five years
Investment manager Allianz Global Investors is acting as subadvisor
The firm has added 16 advisory teams from a year ago while client AUA rose by 54.3% year-over-year
A combination of factors is responsible for the improvement
New funds invest in preferred shares and corporate bonds
One of the men was permanently banned by the OSC in 2008
Dow sheds 100 points
The program offers mutual fund dealers assessments of their cybersecurity practices and advice on improving their defences
IIROC will publish one- and three-month BA rates on its website beginning in January 2019
The definition of an “approved person” was amended in July
Preferred pricing program expands to cover more funds
Disappointing U.S. retail sales raise bets for more rate cuts
Housing starts forecast to drop to 247,000 this year as costs, inventories rise
Economists had expected a 0.4% increase
Alleged $213-million loan guarantee remains subject of dispute
U.K. agency brings first proceeding alleging illegal promotional activity
Agency found firm failed to report suspicious transaction
Date not reasonable for industry implementation, tax practitioner says
$10M capital gains exemption for sellers set to expire at end of this year
Aging client base, different registered accounts are changing how advisors see RRSP season
Plus, moves at Our Family Office, Harvest ETFs, Manulife Wealth, Canada Life and more
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Fees, ease of access are key considerations for investors when selecting an ETF
Plus, National Bank changes diversified equity fund
Net monthly ETF inflows reach $22B in January: report