Strong relationships drive client loyalty
Advisors with Raymond James, DS and IPC received some of the best ratings from their clients, according to new research
- By: Rudy Mezzetta
- January 15, 2018 November 9, 2019
- 00:19
Latest news in News
Outlook 2018: Moderate growth
Canada’s growth expected to return to a more sustainable pace
- By: Catherine Harris
- December 22, 2017 October 31, 2019
- 01:00
Insurance: The struggle with CI
Changes to CI Insurance come at a time when sales have stalled
- By: Megan Harman
- December 22, 2017 October 31, 2019
- 01:00
Provinces line up for fight over CCMR
Canada's top court will weigh in yet again on new national regulator
- By: James Langton
- December 22, 2017 October 31, 2019
- 01:00
Profit Survey: Boom times drive growth
But Brookfield's recent substantial expansion has resulted in a drop of 50.9% in earnings, bringing down the sector's overall growth
- By: Catherine Harris
- December 22, 2017 October 31, 2019
- 00:55
CRM2 disclosure is having an impact
CRM2 has raised investors' awareness regarding how much they pay for advice and how financial advisors are paid
- By: Rudy Mezzetta
- December 1, 2017 November 9, 2019
- 12:06
Mutual Fund Manager of the Year: Focusing on the “tails”
Fidelity portfolio manager Mark Schmehl has outperformed consistently
- By: Jade Hemeon
- December 1, 2017 October 31, 2019
- 01:00
A magnet for misuse
IIROC proposal raises concerns
- By: James Langton
- December 1, 2017 October 31, 2019
- 01:00
Manulife drops LTC
Hybrid concept could be more appealing than LTC insurance
- By: Megan Harman
- December 1, 2017 October 31, 2019
- 01:00
More ETF options for mutual fund reps
Some robo-advisors are adding platforms and partnerships to make offering ETFs to clients much easier for mutual fund advisors
- By: Fiona Collie
- December 1, 2017 October 31, 2019
- 00:55
Newsmaker: Taking an independent approach
After 25 years with an insurance giant, Michael Stanley now oversees day-to-day operations at Sterling Mutuals
- By: Fiona Collie
- December 1, 2017 October 31, 2019
- 00:55
TFSAs gaining favour
As TFSAs surpass RRSPs in popularity, both vehicles have their place in retirement planning
- By: Jade Hemeon
- December 1, 2017 October 31, 2019
- 00:55
Old obstacles affecting new competitors
The Competition Bureau's draft report states that fintech firms face issues similar to those of traditional financial services firms
- By: James Langton
- December 1, 2017 October 31, 2019
- 00:55
Opposing views on life settlements
Provinces take different approaches to controversial practice
- By: Megan Harman
- November 14, 2017 October 31, 2019
- 01:00
Taxes: Ottawa backtracks
Feds take a “step in the right direction”
- By: Rudy Mezzetta
- November 14, 2017 October 31, 2019
- 01:00
Regulation: Focusing on fintech
OSC LaunchPad is in high demand
- By: James Langton
- November 14, 2017 October 31, 2019
- 01:00
Advisor’s dedication leads to big award
The winner of the IIAC Top Under 40 Award has made up for his lack of experience by educating himself at every opportunity
- By: Leah Golob
- November 14, 2017 October 31, 2019
- 00:55
No more internal ombudsmen?
Handling complaints internally could harm clients by diverting them from using OBSI or the courts
- By: James Langton
- November 14, 2017 October 31, 2019
- 00:55
Regulators move on cryptocurrencies
OSC allows Toronto firm to launch ICO via the offering memorandum exemption
- By: Fiona Collie
- November 14, 2017 October 31, 2019
- 00:55
New law would kill the Chambre
Proposed bill would result in fundamental shift in Quebec
- By: James Langton
- October 27, 2017 October 31, 2019
- 01:00
Loosening the rules
New rules in Quebec would allow consumers to buy life insurance online
- By: Megan Harman
- October 27, 2017 October 31, 2019
- 01:00
TD’s tech plunge
Partnerships are at the heart of TD’s plans to modernize operations
- By: Fiona Collie
- October 27, 2017 October 31, 2019
- 01:00
Pulling focus: The banks’ new strategy
Newsmaker: The CBA, long viewed as an excessively cautious group, is altering its approach to meet a shifting banking landscape
- By: Rudy Mezzetta
- October 27, 2017 October 31, 2019
- 00:55
IIROC’s big jump in enforcement activity
The SRO is better positioned to collect the sanctions it levies against individuals in Ontario: It now can enforce its disciplinary orders in court
- By: James Langton
- October 27, 2017 October 31, 2019
- 00:55