Collaboration with employees in traditional banking and insurance channels is crucial to the work done in the financial services sector’s innovation hubs
Hargreave Hale has $13.5 billion in assets under administration, management and management contract
Loonie gains on rate hike expectations
Crestridge will be consolidated with Bellwether Investment Management, a Lorne Park subsidiary
Investors are seeking deeper insight into companies’ policies and practices
CSA oversight review says SRO failed to adequately resolve issues raised in 2015
The Investor Centre features content specifically geared to people at different points in life
The veteran fund manager is expected to play an integral role in building assets at the alternative investment management firm
With growing interest in fintech, financial services institutions are launching innovation labs inspired by the unorthodox corporate settings of Silicon Valley
Electrovaya to enhance disclosure and corporate governance; CEO pays penalty
Credit unions will have to remove any banking references from their advertising materials and their websites
Helping set up website not a violation of securities laws, Ontario Court rules
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