Desjardins using CapIntel Correlate for client education, CFR help
Also, BDO releases AI for wealth management
- By: Jonathan Got
- May 2, 2024 May 3, 2024
- 16:00
Also, BDO releases AI for wealth management
The penalty is for five violations during a review between March 2022 and March 2023: Fintrac
GWL's AUM dips below $1 trillion after Putnam sale
Forecasters widely expect the Bank of Canada to lower its policy rate in June or July
U.S. employers added 303,000 jobs last month, an example of the U.S. economy’s resilience
Inventory in April reached levels not seen since pandemic
High costs were cited as a top concern among young investors
Board says inflation has remained stubbornly high in recent months
Calgary Real Estate Board says 2,881 units sold last month, with a benchmark price across all home types of $603,700
Tribunal refused to pause its proceedings while lawyers try to get paid
Undergrad's intimidation changed to interest with Women in Asset Management program
Changpeng Zhao jailed for allowing rampant money laundering on the platform
Bank's chief executive acknowledged that the investigation has weighed on TD's share price
Disappointing U.S. retail sales raise bets for more rate cuts
Housing starts forecast to drop to 247,000 this year as costs, inventories rise
Economists had expected a 0.4% increase
Alleged $213-million loan guarantee remains subject of dispute
U.K. agency brings first proceeding alleging illegal promotional activity
Agency found firm failed to report suspicious transaction
Date not reasonable for industry implementation, tax practitioner says
$10M capital gains exemption for sellers set to expire at end of this year
Aging client base, different registered accounts are changing how advisors see RRSP season
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
Fees, ease of access are key considerations for investors when selecting an ETF
Plus, National Bank changes diversified equity fund
Net monthly ETF inflows reach $22B in January: report