Dow Jones cruises past 23,000 record
Many firms are struggling to match the fast pace of technological innovation as less than half have a fintech strategy in place
Only 3% of the “most wealthy” privately owned corporations will have to pay higher taxes
Susan Silma and Ian Gibson have joined the software provider as it expands its range of services to the wealth management industry
The firm, which makes responsible investing an integral part of its approach, is now an associate member of the RIA
The youngest generation is still more apt to use technology as they prefer mobile banking the most
Blair Franklin Global Credit Fund named Overall Best 2017 Canadian Hedge Fund
Stress tests examine impact of several extreme scenarios on the mortgage lender
Canada receives highest grade following review
Applicants should have an excellent knowledge of Ontario securities law and significant practice experience in securities litigation
The goal is to reduce regulatory burden and costs
One rep lived and worked in the United Sates and served clients over the phone
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