Bank clients act on advice, but don’t want it: survey
J.D. Power finds customer satisfaction increases dramatically when clients receive advice that meets their needs
- By: IE Staff
- June 25, 2021 June 25, 2021
- 11:39
Top Stories in News
IIROC sails through CSA review
An oversight examination has uncovered just one "low-priority" issue with market surveillance
- By: James Langton
- June 25, 2021 June 25, 2021
- 11:31
Peter Szeto joins Harbourfront Wealth Management
Szeto has moved his practice over from BMO Nesbitt Burns, where his team managed a $370-million book
- By: IE Staff
- June 25, 2021 June 25, 2021
- 10:09
Industry News
Big U.S. banks pass latest Fed stress tests
The banks can resume paying out dividends to investors and buying back stock
- By: Ken Sweet, The Associated Press
- June 25, 2021 June 25, 2021
- 09:32
Research and Markets
Russell U.S. indexes reconstitution reflects widespread recovery
The breakpoint between large and small caps reached a record, and style took a cyclical tilt
- By: Michelle Schriver
- June 24, 2021 June 24, 2021
- 16:25
People
FP Canada makes changes to board of directors
Martin Dupras, president of ConFor Financiers, has been named chairman
- By: IE Staff
- June 24, 2021 June 24, 2021
- 16:17
Products
Sun Life Financial to issue first LRCNs
Regulators started allowing the notes to qualify as Tier 1 capital for life insurers earlier this year
- By: IE Staff
- June 24, 2021 June 24, 2021
- 15:13
Industry News
CI GAM to rename investment funds
The move will officially retire CI’s legacy boutique investment brands
- By: IE Staff
- June 24, 2021 June 24, 2021
- 15:04
From the Regulators
NSSC reduces IIROC sanctions
The regulator reduced penalties against an advisor after finding errors in the SRO's decision
- By: James Langton
- June 24, 2021 September 21, 2021
- 14:06
Vancity shares data on financed GHG emissions
Commercial mortgages account for the bulk of emissions financed by the credit union
- By: IE Staff
- June 24, 2021 June 24, 2021
- 13:34
Industry News
Pandemic leads to new tactics for recruiting new advisors
Three firms set out to change their typical advisor force with new recruitment strategies
- By: Fiona Collie
- June 24, 2021 June 24, 2021
- 13:10
Feds tap CDIC chief to lead OSFI
Peter Routledge will succeed Jeremy Rudin as superintendent of financial institutions
- By: James Langton
- June 24, 2021 June 24, 2021
- 12:53
Research and Markets
Speedy jab delivery sparks quick recovery
BMO Economics' business activity index rebounded in May after a third wave slump
- By: James Langton
- June 24, 2021 June 24, 2021
- 12:39
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