With new president and CEO Duane Green at the helm, Franklin Templeton is embarking on a period of change, looking to diversify its product offerings…
Referral arrangements announced in August create new ways for advisors to serve clients' and prospects' needs
Advisors could reap significant rewards from helping young Canadians build up their financial knowledge
Although firms have long asked for more streamlined rules, there are some requirements many would like to retain
Peter Lee says CIBC's combined services for HNW clients are a "cross-pollination" that appeals to this affluent group
Canadians with low levels of financial literacy are less comfortable speaking with their financial advisors
After more than 15 years at Investment Executive (IE) — the last eight as editor-in-chief — I have decided that it’s time to retire. I’ll…
Variety of insurance products sold online will grow
Look “under the hood” of alternatives
Most of the banks performed well, including raising their dividends, although Home Capital cast a shadow over the group
Survey suggests that Quebec residents tend to be more risk-averse than other Canadians
Credential and National Bank have signed agreements to use Nest Wealth’s robo-advisor platform
Larry Tomei says giving clients the best treatment will help fuel HSBC Bank Canada's growth
Study shows that Canadians who own insurance products tend to be more loyal to their advisors
But their progress may be threatened by U.S. economic and tax policies
Wellington-Altus is on the hunt for entrepreneurial advisors
Banks are building digital connections with clients
Court decision means a former spouse loses access to life insurance proceeds because of change to beneficiary in ex-spouse's policy
Insurer consolidates its distribution activities with those of its subsidiaries. Is there more to come?
Enforcement investigations and prosecutions on the rise
Survey data indicate that DIY investors are a potential source of clients for insurance advisors