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A perfect deal?

Fiera/Canoe deal could be the beginning of a broader relationship

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Canada lagging in sustainable financing

Banks and asset-management firms in this country are failing to keep pace with their global counterparts

Newsmaker: Award is a win for embracing diversity

Top Under 40 Award winner's dedication to underserved communities is a reflection of where the industry is heading

boomer couple signing contract with financial planner

CSA reforms get mixed reviews

Investor advocates cite lack of “best interest” standard

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Estate Planning: Strategy challenged

Common strategy’s wording problematic

Leadership corporate hierarchy recruiter team leader employee selection new job

Changes at AGF

Incoming CEO Kevin McCreadie intends to stay the course

This is not goodbye …

Ozy Camacho, Group Publisher, Investment & Advisor Groups, steps back

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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

Chart: Advisor ranks hold steady as total firms decline

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

Andrew Auerbach, BMO Nesbitt Burns, Investment Executive November 2018, page 12

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

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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

Power of attorney text concept isolated over white background

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

map of canada where ontario province is pulled out

Ontario takes aim at DSC ban

New government expresses concern about CSA’s proposals

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An eye on cryptos

Coin Capital is focused solely on emerging technologies

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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 February 2, 2019
  • 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