Latest news in News

bitcoin ethereum litecoin concept coins on black

Exploring cryptoasset regulation

Money laundering and tax evasion are key concerns

Stock exchange board with abstract background

CSA faces opposition

OTC proposals are “too far-reaching,” some groups argue

Magnifying glass with green cannabis leaf

Looking at cannabis

Established market makes cannabis less speculative than blockchain

Investment Execuitve Mid-October 2018 page 10

Newsmaker: A home for independent advisors

Stéphane Dulude will be drawing on his experience to help Peak Financial Group expand its footprint outside Quebec

map of canada where ontario province is pulled out

Ontario takes aim at DSC ban

New government expresses concern about CSA’s proposals

Virtual Wallet Smartphone Bitcoins On Printed Circuit Board concept

An eye on cryptos

Coin Capital is focused solely on emerging technologies

stock market world economy abstract

Slowdown expected

Escalation of U.S.-China trade war is a concern of economists

Office buildings in Toronto’s financial district

Strong growth drives gains

Six in 10 firms reported either higher earnings or positive income compared with a loss in the same quarter last year

enior couple meeting advisor

“Great” service includes life planning

Although 21% of clients rated their financial advice as "gold," that level of satisfaction is based on more than returns

Calls for transparency in bond markets

CSA proposal would introduce post-trade transparency requirements for trading in government bonds

bond indices, newspaper,

Active bond ETFs outpace passive funds

These ETFs are more likely to outperform, as they can deviate from their benchmarks and exploit market inefficiencies

  • By: Rudy Luukko
  • September 21, 2018 September 21, 2018
  • 00:17
Chart: Number of dealer firms is declining

Consolidation is main trend of past decade

The pressure on firms to evolve, invest in new technologies and keep up with ever-increasing compliance costs were the key drivers of this trend

Investment Executive October 2018, page 18, Phil Marsillo sets sights on growth

Newsmaker: Phil Marsillo sets sights on growth

The new president of IDC Worldsource Insurance Network is focused on meeting the expanding needs of the MGA's advisors

coin stacks with letter dice - fees

The debate over CRM3

Growing resistance to the MFDA’s plan to increase disclosure

Skyline of downtown Montreal in Summer

Beyond Quebec

NBF is making significant investments in Western Canada

businessman protecting stack of coins with umbrella at desk

Greater flexibility

Changes in CDIC coverage include new categories for RESPs and RDSPs

Chart: How Canadian’s education impacts their wealth

Study finds education leads to wealth

The low rate of RESP adoption is an opportunity for advisors to discuss the importance of education

Chart: Major regulatory changes during the past decade

Regulatory efforts continue unabated

The global financial crisis led to an unprecedented response from regulators that remains a work in progress

time for change on blackboard with businessman finger pointing

Remaking the industry

CSA anticipates its proposals will add costs for the industry

Bank of Nova Scotia, Toronto, On

Banking: A shift from retail

Scotiabank’s recent acquistions were a complimentary fit

Jean-François Courveille

Focus on advisors

B2B service could become the driver of Wealthsimple’s business

  • July 27, 2018 July 25, 2018
  • 00:20
yes or no insurance pencil form

Insurance leads to better view of advice

Recent research reveals that clients who have life insurance place more value on the advice they receive and are more loyal

Investment Executive July 2018 front cover

OSC sets sights on new targets

Establishing “harm” is no easy task

Stacked white books on rules and regulations

New fund rule delays

Proposals would make alternative investments more accessible

senior couple meets with advisor at home

Quitting annuities

Manulife’s exit leaves a big gap