Among the finalists are services that aim to improve advisors’ practices and relationships with clients
Automatic service works with most Canadian credit and debit cards
Investment objective changes and proposed fund mergers aim to provide broader diversification, lower costs to clients
U.S. markets fall on trade worries
Canadian banks’ pursuit of multiple fintech strategies will diminish the likelihood of disruption
Making FICOM a Crown agency is intended to strengthen oversight of the financial services sector
Despite improvements in risk management, many CFA Montreal members expect a new crisis to emerge by 2021
The Canadian financial sector has all the ingredients to accelerate and benefit from this capital-intensive transition to a low-carbon sustainable economy
Laura Belloni succeeds Kim Lachapelle
Canadians paid $9 billion more in interest charges in 2017 than in 2016
Insurers are becoming more diligent of informing consumers about the dispute resolution service
The proposed amendments are designed to reflect market developments since 2004
Elie Nour left Manulfe Securities to start investment dealer Nour Private Wealth
Precious metals action calms, while Dow Jones tops 50K
Report calls for action on data gaps, surveillance, leverage
Trade deficit remains unchanged amid shifting tariff policy, Fitch reports
Trust account used in fraud, misappropriation, Law Society finds
Policy failed to cover hedge fund investment that turned out to be a fraud
Firm allegedly touted stocks on social media, while selling its holdings
The honours will be presented Feb. 12, at the association's Embrace the Challenge event
Start with flexibility, tax efficiency, simplicity
Brokers, MGAs, software providers and TPAs set to evolve
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
Plus, National Bank changes diversified equity fund
Net monthly ETF inflows reach $22B in January: report
Plus, other firms launch new products, tweak their fund lineups