The new framework defines the credentials deemed critical for advising wealthy clients
Just 22% of those who are financially unwell say they retain an advisor, meaning there’s an advice gap that needs to be filled, new Manulife…
Mike Cunneen, Dave Kent have new positions within GWL’s, Canada Life’s and London Life’s new Advisory Network
The robo-advisor firm’s clients will now have access to three ETF portfolios: one designed by Invisor itself, as well as one each from the two…
Lower food prices soften impact of higher prices for gasoline
The firm as entered into an agreement with C. Hoare & Co. to acquire its investment dealing and custody business
The firm will no longer go through with a planned merger and announced instead new mergers for each affected fund into its corresponding trust
Concerns about fees and charges are on the rise
Debbie Pearl-Weinberg, executive director, Tax & Estate Planning, CIBC Wealth Strategies Group, reports on expanded tax credits in the 2017 federal budget.
Rumours about a possible increase to capital gains taxes were widespread on Bay Street ahead of the budget on Wednesday
The firm is introducing four asset-allocation portfolios and plans to fold 12 of its existing funds into the new portfolios
The exchange is seeking to amend its rules to ensure that the special committee that oversees its regulatory division is a committee of its board
Wall Street flat amid delayed “Trumpcare” vote
'Hot print' from Micron Technologies boosted enthusiasm for tech stocks, says portfolio manager
Central bank sees slowdown in wage gains from collective agreements
Rise in benchmark short-term rate to 0.75% is aimed at curbing inflation
Accountant allegedly found assets used to lure investors to schemes
OSC forgoes monetary sanctions, amid bankruptcy, ongoing litigation
Execs that previously pleaded guilty in fraud case accept regulatory sanctions
Plus, Raymond James gains Richardson advisor, and promotions at BMO, CI GAM, Wellington-Altus and more
Provincial regulator can halt trading when misinformation circulates
QAFP exam has one more sitting before title protection transition ends
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