Changes at AGF
Incoming CEO Kevin McCreadie intends to stay the course
- By: Fiona Collie
- October 26, 2018 October 31, 2019
- 00:13
Latest news in News
This is not goodbye …
Ozy Camacho, Group Publisher, Investment & Advisor Groups, steps back
- By: Ozy Camacho
- October 26, 2018 October 31, 2019
- 00:11
A greater value on philanthropy
Charitable giving is more important for Canadians with higher levels of wealth - and there is much advisors can do to help
- By: Rudy Mezzetta
- October 26, 2018 October 31, 2019
- 00:10
Business of advice continues to evolve
Advisors are serving fewer clients overall, but more wealthy clients since 2008 as they focus on providing specialized services
- By: James Langton
- October 26, 2018 October 31, 2019
- 00:08
Newsmaker: Taking collaboration to the next level
The new head of BMO Nesbitt Burns wants to help advisors grow their businesses by working with other experts at BMO
- By: Fiona Collie
- October 26, 2018 October 31, 2019
- 00:07
Exploring cryptoasset regulation
Money laundering and tax evasion are key concerns
- By: James Langton
- October 12, 2018 October 31, 2019
- 00:20
CSA faces opposition
OTC proposals are “too far-reaching,” some groups argue
- By: James Langton
- October 12, 2018 October 31, 2019
- 00:19
Looking at cannabis
Established market makes cannabis less speculative than blockchain
- By: Fiona Collie
- October 12, 2018 October 31, 2019
- 00:18
Newsmaker: A home for independent advisors
Stéphane Dulude will be drawing on his experience to help Peak Financial Group expand its footprint outside Quebec
- By: Fiona Collie
- October 12, 2018 October 31, 2019
- 00:17
Case reveals importance of having the right POA
If an appointment is challenged, a court is likely to strive to preserve the POA grantor's wishes
- By: Patricia Chisholm
- October 1, 2018 October 31, 2019
- 00:09
Ontario takes aim at DSC ban
New government expresses concern about CSA’s proposals
- By: James Langton
- September 21, 2018 October 31, 2019
- 00:24
An eye on cryptos
Coin Capital is focused solely on emerging technologies
- By: Fiona Collie
- September 21, 2018 October 31, 2019
- 00:23
Slowdown expected
Escalation of U.S.-China trade war is a concern of economists
- By: Catherine Harris
- September 21, 2018 October 31, 2019
- 00:22
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
- By: Catherine Harris
- September 21, 2018 October 31, 2019
- 00:21
“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
- By: Rudy Mezzetta
- September 21, 2018 October 31, 2019
- 00:20
Calls for transparency in bond markets
CSA proposal would introduce post-trade transparency requirements for trading in government bonds
- By: James Langton
- September 21, 2018 October 31, 2019
- 00:19
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 October 31, 2019
- 00:17
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
- By: Rudy Mezzetta
- September 21, 2018 October 31, 2019
- 00:16
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
- By: Dwarka Lakhan
- September 21, 2018 October 31, 2019
- 00:15
The debate over CRM3
Growing resistance to the MFDA’s plan to increase disclosure
- By: James Langton
- August 24, 2018 October 31, 2019
- 00:18
Beyond Quebec
NBF is making significant investments in Western Canada
- By: Fiona Collie
- August 24, 2018 October 31, 2019
- 00:17
Greater flexibility
Changes in CDIC coverage include new categories for RESPs and RDSPs
- By: Rudy Mezzetta
- August 24, 2018 October 31, 2019
- 00:16
Study finds education leads to wealth
The low rate of RESP adoption is an opportunity for advisors to discuss the importance of education
- By: Rudy Mezzetta
- August 24, 2018 October 31, 2019
- 00:15
Regulatory efforts continue unabated
The global financial crisis led to an unprecedented response from regulators that remains a work in progress
- By: James Langton
- August 24, 2018 October 31, 2019
- 00:14
Remaking the industry
CSA anticipates its proposals will add costs for the industry
- By: James Langton
- July 27, 2018 October 31, 2019
- 00:22