Banking: A shift from retail
Scotiabank’s recent acquistions were a complimentary fit
- By: Rudy Mezzetta
- July 27, 2018 October 31, 2019
- 00:21
Latest news in News
Focus on advisors
B2B service could become the driver of Wealthsimple’s business
- July 27, 2018 October 31, 2019
- 00:20
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
- By: Rudy Mezzetta
- July 27, 2018 October 31, 2019
- 00:19
OSC sets sights on new targets
Establishing “harm” is no easy task
- By: James Langton
- June 22, 2018 October 31, 2019
- 00:17
New fund rule delays
Proposals would make alternative investments more accessible
- By: Fiona Collie
- June 22, 2018 October 31, 2019
- 00:16
Quitting annuities
Manulife’s exit leaves a big gap
- By: Dwarka Lakhan
- June 22, 2018 October 31, 2019
- 00:15
Healthy rise in income for firms
The average increase in earnings was a strong 21% thanks to Fairfax's and Brookfield's big gains in the quarter
- By: Catherine Harris
- June 22, 2018 October 31, 2019
- 00:14
Disciplinary proposals panned
IIROC’s plans have been criticized by industry and investors advocates
- By: James Langton
- June 1, 2018 October 31, 2019
- 00:19
IA’s reach expands
Major insurers’ acquisitions of large MGAs a growing trend
- By: Megan Harman
- June 1, 2018 October 31, 2019
- 00:18
Cybersecurity: Industry resists
New requirements would result in additional compliance costs
- By: James Langton
- June 1, 2018 October 31, 2019
- 00:17
What drives investors to robo-advisors?
Interest and knowledge of financial matters play a key role in clients' choice of investment-management channel
- By: Rudy Mezzetta
- June 1, 2018 October 31, 2019
- 00:16
Newsmaker: A “compelling opportunity” for Packham
The head of newly formed Aviso Wealth aims to attract advisors from the banks, independent firms and insurers
- By: Rudy Mezzetta
- June 1, 2018 October 31, 2019
- 00:15
Rules for “planners”
Policy-makers called on to do more than they’re proposing
- By: James Langton
- April 27, 2018 October 31, 2019
- 00:27
Taxes: Incorporate — or not?
How the CRA will apply the new rules remains unclear
- By: Rudy Mezzetta
- April 27, 2018 October 31, 2019
- 00:26
Women fear outliving their savings
Lower income levels, lack of confidence in investing and greater exposure to eldercare issues may be contributing factors
- By: Rudy Mezzetta
- April 27, 2018 November 9, 2019
- 00:25
Tech sector offers opportunity – and risk
Clients interested in investing in technology companies must be reminded of the sector's high volatility
- By: Megan Harman
- April 27, 2018 October 31, 2019
- 00:24
Will the OSC deliver for seniors?
Measures in the OSC’s Seniors Strategy are being adopted elsewhere
- By: James Langton
- March 29, 2018 October 31, 2019
- 00:26
Vanguard’s expansion
Mutual funds launch could make Vanguard a formidable competitor
- By: Megan Harman
- March 29, 2018 October 31, 2019
- 00:25
Much work to be done
Survey participants raise several concerns
- By: Fiona Collie
- March 29, 2018 November 9, 2019
- 00:24
Financial literacy levels are stagnant
Canadians' level of financial literacy is not improving despite attempts by the federal government and other groups to help consumers
- By: Rudy Mezzetta
- March 29, 2018 October 31, 2019
- 00:23
U.S. tax reform takes a big toll
Had the big banks and life insurers not taken significant charges, the average earnings gain would've been 29% rather than only 6.6%
- By: Catherine Harris
- March 29, 2018 October 31, 2019
- 00:21
Jordy Chilcott takes on a new challenge
Competing for shelf space will be more difficult, thanks to tightening product shelves and regulatory requirements
- By: Megan Harman
- March 29, 2018 October 31, 2019
- 00:20
IIROC takes aim at minor infractions
The SRO is looking to deal with certain cases more quickly
- By: James Langton
- March 1, 2018 November 13, 2019
- 00:23
Scotiabank beefs up
Acquisition helps Scotiabank expand in the institutional space
- By: Megan Harman
- March 1, 2018 October 31, 2019
- 00:22