The software provider’s partnership with Canada Gives will help advisors provide a new planning approach for major donors
The mutual fund company is capping, reducing the management fees of and consolidating and renaming certain fee-based series
U.S. markets see bigger gains
A longer-term investment focus requires looking at sustainability
The federal government should consider whether to adopt incremental changes or to embrace more radical options
Cybersecurity threats are an increasing credit risk for banks and other financial institutions
As part of the review, the FSB welcomes feedback from financial institutions, industry and consumer associations and other stakeholders
The transaction allows the bank to increase its reliance on wealth management as a source of earnings
The allegations relate to the sale of more than $5.5 million worth of securities in Rockfort Mortgage Investment Corp. and Greenview Capital Mortgage Investment Corp
Factors such as investment strategy and valuation must be considered
While the industry directly employs 40,865 people, it’s indirectly responsible for almost 85,000 additional jobs
Although two CRA officials gave more information on certain rules at this year’s STEP conference, a tax expert expressed frustration with the draft legislation
U.S. stocks surge higher
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