Assante Private Client rolls out alternative investments
Three funds for HNW clients
- By: IE Staff
- March 19, 2018 October 17, 2019
- 13:00
Three funds for HNW clients
ESG analysis firm purchases certain assets of Solaron Sustainability Services
A suite of services includes online trading, robo-advice and personal financial planning with a dedicated financial advisor
Loonie lower for a fourth day
A new consultation paper invites comments on proposals that would restrict the use of the title “financial planner” to those with the necessary proficiency or…
The allegations relate to the sale of more than $1 million worth of securities of A4 Diamonds Inc. to Ontario investors
The U.S. announced a similar pilot earlier this week
Canadian factories had a rough start to the year
Chicago-based CME now has until April 12 to announce whether it intends to proceed with a takeover offer for the U.K. firm
Legislative intervention at this point would be premature, ESAs conclude
There’s no way to know if the debt-to-income ratio has climbed too high, analysis says
Wall Street markets mixed; Canadian dollar falls
The change would clarify that insurance firms must have a registered rep available to assist clients when they buy an insurance product online
The S&P/TSX composite index climbed 244.33 points to 32,000.10
After a record-breaking year for new product launches, old-fashioned strategies are still a solid choice for portfolios
Officials are preparing for a review of the Canada-U.S.-Mexico trade agreement in 2026
The increase is part of an effort to beef up anti-money laundering measures
Accountant allegedly found assets used to lure investors to schemes
OSC forgoes monetary sanctions, amid bankruptcy, ongoing litigation
Plus, a new TD partnership, and Toronto fintech becomes dark pool partner
Plus, Raymond James gains Richardson advisor, and promotions at BMO, CI GAM, Wellington-Altus and more
Provincial regulator can halt trading when misinformation circulates
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Plus, moves at BMO Private Wealth, Fiera Capital and CIBC GAM
Mutual fund, ETF AUM rose for the seventh consecutive month
Plus, other product launches and news, including more ESG fund terminations
More than 300 new products landed in 2025 — a new record