The deal for the Dallas-based RIA with US$4.7B in assets is CI's biggest in the U.S. so far
Low rates and volatility will pressure revenue, while high debt loads dog balance sheets
An array of pandemic issues has been added to the global regulatory agenda
Stocks, yields and sentiment are all rising despite renewed lockdowns
Compliance challenges must be resolved to enable innovation, paper says
Google is coming after the traditional banking business with a new digital bank account
Climate-related risks pose hazard to financial stability, report warns
The new program will cover 90% of rent or commercial mortgage interest for the hardest-hit firms
The credit union’s new directors couldn’t reach a consensus with FSRA on how to deal with PACE’s past misconduct
Federal tax brackets have also been updated for 2021
The rating agency's outlook for global securities firms is stable despite challenges
ESMA research finds that more than 4% of liquidity is fleeting
Flight to safety, spike in cash needs drove liquidity crunch in certain funds
Cheap funding, central bank support, rosy AI forecasts, FOMO and more have kept market valuations elevated — that won’t last forever
Consumer prices rose 3.3%, up from 2.4% in February
The finance, insurance, real estate and leasing sector shed jobs
Venture companies begin opting for less frequent reporting
Proposal to clarify that reporting rules apply to unitary ETFs, CDRs, notes
SEC alleged Canadian involved in penny stock pump-and-dump scheme
Bank will also be hiring and expanding in key areas of national importance
They can be a powerful tool when dealing with complicated family dynamics or alternative assets
Plus, notetaking AI in insurance, BMO's tokenized cash and tech partnerships
McIntyre to start a new role later this month
Plus, appointments at Sun Life, Connor, Clark & Lunn, Sapling Financial and more
Plus, EQB gains talent, Fiera CEO on medical leave, and a leadership transition at Hazelview
The lack of a structured follow-up when a client changes hands can leave the policyholder vulnerable
Gold prices, equity markets drove strong seg fund sales but couldn’t prevent net outflows in 2025
With Wealthsimple, Questrade and other potential entrants in Canada, industry observers are concerned about possible risks