The decision came as a result of a new provision in this year’s federal budget relating to mutual fund mergers
Wall Street mixed after “Trumpcare” pulled
At the same time, trading risk, as measured by value-at-risk, decreased by 3.6% in Q4 compared with the previous quarter
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
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