POAs on the radar of regulators
Advisors and firms should ensure they are implementing the recommended practices involving powers of attorney and senior clients
- By: Megan Harman
- June 2, 2016 November 9, 2019
- 06:40
Top Stories in News
Industry News
TA Associates completes acquisition of Russell Investments
Reverence Capital Partners, has also taken a minority stake in the firm, as has Russell Investments management
- By: James Langton
- June 2, 2016 June 2, 2016
- 06:20
Research and Markets
CIBC and Scotiabank’s mobile websites given top rankings
The two banks came out ahead of BMO, RBC and TD Canada Trust in Forrester Research’s annual report for different reasons
- By: Tessie Sanci
- June 1, 2016 June 1, 2016
- 16:10
Advisors could play key role in helping clients prepare for major health risks
The chances of clients having a disability, critical illness or need for long-term care, which can have very damaging financial impacts, are higher than most…
- By: Megan Harman
- June 1, 2016 November 9, 2019
- 15:00
BCSC stance on “best interests” not divisive
Provincial difference of opinion on a new standard for advisors does not presage a divided co-operative securities regulator
- By: Ian Russell
- June 1, 2016 January 16, 2018
- 13:30
Products
Invesco launches pool fund for accredited investors
Invesco Global Targeted Returns Pool seeks to achieve a positive total return in all market conditions over a rolling three-year period
- By: Tessie Sanci
- June 1, 2016 October 15, 2019
- 11:30
RESP dealer employees plead guilty to misuse of confidential information
Two involved in the scheme received conditional sentences while another two will be sentenced later this summer
- By: James Langton
- June 1, 2016 December 19, 2017
- 10:40
People
National Bank names new chief transformation officer
Ricardo Pascoe, former executive vice president of financial markets, takes on the new role while Denis Girouard has been promoted to succeed Pascoe in his…
- By: Tessie Sanci
- June 1, 2016 October 11, 2019
- 10:00
OSC seeks members for new Seniors Expert Advisory Committee
The committee is expected to provide input on securities policy and operational developments that affect senior investors
- By: James Langton
- June 1, 2016 December 19, 2017
- 09:45
From the Regulators
Regulators commit to greater collaboration on global accounting standards
IOSCO, IFRS Foundation to strengthen co-operation in the development and implementation of IFRS Ssandards
- By: James Langton
- June 1, 2016 December 19, 2017
- 09:30
Research and Markets
OECD lowers Canadian growth estimates
Paris-based group sounds pessimistic note about world economy
- By: The Canadian Press
- June 1, 2016 June 1, 2016
- 09:00
Dean Connor elected as CLHIA’s chairman
Connor, who has been president and CEO of Sun Life Financial since 2011, replaces Marry Forrest, who was elected as chairwoman in June 2015
- By: Megan Harman
- May 31, 2016 October 11, 2019
- 16:10
Qtrade names Bill Packham as permanent CEO
Packham has been acting CEO since January 2015 and has played a major part in seeing Qtrade’s client assets grow to a record level of…
- By: Tessie Sanci
- May 31, 2016 October 11, 2019
- 14:30
Canada, U.S. stock markets rebound on Friday
Precious metals action calms, while Dow Jones tops 50K
- By: Daniel Johnson, The Canadian Press
- February 6, 2026 February 6, 2026
- 17:05
FSB flags repo market’s risk to global system
Report calls for action on data gaps, surveillance, leverage
- By: James Langton
- February 6, 2026 February 6, 2026
- 15:49
U.S. effective tariff rate down on trade deals
Trade deficit remains unchanged amid shifting tariff policy, Fitch reports
- By: James Langton
- February 6, 2026 February 6, 2026
- 14:27
Lawyer sanctioned in fake GIC scheme
Trust account used in fraud, misappropriation, Law Society finds
- By: James Langton
- February 6, 2026 February 6, 2026
- 14:47
High court declines to hear Ponzi insurance case
Policy failed to cover hedge fund investment that turned out to be a fraud
- By: James Langton
- February 6, 2026 February 6, 2026
- 12:49
Pair ran massive market manipulation scheme: SEC
Firm allegedly touted stocks on social media, while selling its holdings
- February 5, 2026 February 5, 2026
- 15:24
CFA Society Toronto announces undergrad awards
The honours will be presented Feb. 12, at the association's Embrace the Challenge event
- By: IE Staff
- February 6, 2026 February 6, 2026
- 15:43
Strategizing for clients with multiple retirement accounts
Start with flexibility, tax efficiency, simplicity
- By: Jonathan Got
- February 6, 2026 February 6, 2026
- 09:22
AI shaping performance in four insurance subsectors: report
Brokers, MGAs, software providers and TPAs set to evolve
- By: Jonathan Got
- February 6, 2026 February 5, 2026
- 08:00
Industry moves: François Trahan joins BMO as chief investment strategist
Plus, moves at Our Family Office, Harvest ETFs, Manulife Wealth, Canada Life and more
- By: Alisha Hiyate
- January 12, 2026 January 9, 2026
- 04:00
Industry moves: Richardson Wealth, CIBC Wood Gundy and CI Assante score veteran teams
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
- By: Alisha Hiyate
- October 3, 2025 November 12, 2025
- 17:39
Industry moves: John MacIntyre named chair of TD Bank
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
- By: Alisha Hiyate
- August 4, 2025 August 1, 2025
- 00:33
Product roundup: Interactive Brokers launches RRIF
Plus, National Bank changes diversified equity fund
- By: Jonathan Got
- February 6, 2026 February 6, 2026
- 13:35
New year, new records: Canada’s ETF industry starts 2026 off with a bang
Net monthly ETF inflows reach $22B in January: report
- By: Noushin Ziafati
- February 5, 2026 February 5, 2026
- 11:57
Product roundup: Picton Investments to debut private equity fund
Plus, other firms launch new products, tweak their fund lineups
- By: Noushin Ziafati
- February 2, 2026 February 3, 2026
- 16:00