The head of Scotiabank's aggressive push into an international tech makeover says the transformation is being driven by disruptive forces already in motion
The Big Six banks all had double-digit increases in income, with all major divisions reporting stronger results
Scott Findlay, the new head of the IFB, says that maintaining the independence of financial advisors is crucial to ensuring that clients have the best…
Survey suggests more women than men are confused by financial jargon, and women tend to avoid investment risk
Rowena Chan, the new head of TD Wealth Financial Planning, wants to double assets under administration
A court rules that trustees and executors can be on the hook for losses if the estate's assets aren't managed prudently
The VC industry hopes the federal budget will preserve a program designed to boost investment, yet argues VC firms already up and running struggle to…
Planswell offers clients financial plans based on an online questionnaire. Clients then can sign up for services
In an article about the 2016 performance of mutual fund families in the February issue of Investment Executive (Resources stocks were the story in 2016),…
Many recent immigrants have preferences for certain goals, such as education and a home. And while they can quickly become major clients, they also vet…
Advisors should help clients with their final intentions prior to their deaths. This should help prevent legal battles
Faster and easier underwriting is welcome, but there are concerns less testing could lead to claims being questioned
TD Wealth Private Wealth Management has been hiring “wealth advisors”
Denis Berthiaume, senior executive vice president and chief operating officer of Lévis, Que.-based Desjardins Group, has been named 2016 Financial Personality of the Year in…
Advisors need to talk to clients about their retirement future and show the potential damage RRSP withdrawals cause
The SRO's proposed proficiency standards for financial planners is getting pushback from some in the industry
Volatile market conditions in 2016 made it difficult for many portfolio managers to score home runs
Some of Canada's robo-advisors are adding higher-level services for clients who have amassed significant investible assets
Canadian banks are at the forefront of the global drive to use artificial intelligence in both client-facing and back-office operations
Events may have clients questioning their strategy
Trustworthiness and honesty are issues for the majority of younger demographic
Value manager David Taylor posts top-drawer returns in 2016 by finding downtrodden firms
Value investing also contributed to solid returns in mutual fund families
As the result of an editing error, the article headlined Opportunities on the Home Front in the mid-January issue of Investment Executive stated incorrectly that…