Growing desire for responsible investing
RI is being held back by various factors, but advisors who offer the strategy could see significant growth in their books
- By: Paul Brent
- October 31, 2016 October 30, 2019
- 23:55
Latest news in News
TSXV proposal no panacea
New research found that reducing regulatory requirements for small firms also reduces market quality
- By: James Langton
- October 11, 2016 October 30, 2019
- 23:55
Laurentian to close a third of branches
The Montreal-based bank is part of a national trend to reduce branches and offer more advice and digital services
- By: Rudy Mezzetta
- October 11, 2016 October 30, 2019
- 23:55
Newsmaker: Growth with a smaller product shelf
Product consolidation and increasing assets are on the agenda for Bernard Letendre, new president at Manulife Investments
- By: Jade Hemeon
- October 11, 2016 October 30, 2019
- 23:55
CUs in B.C. fighting new taxes
B.C. credit unions say they are a vital service and should not face the removal of a long-standing preferential tax rate
- By: Brian Lewis
- October 11, 2016 October 30, 2019
- 23:55
Slow progress on gender diversity
New CSA report states that more work needs to be done by issuers to welcome women to their boards and into executive suites
- By: James Langton
- October 11, 2016 October 30, 2019
- 23:55
Canaccord on the lookout for advisors
The firm is raising $60 million to recruit 30 to 40 advisors who have well-established relationships with demanding clients
- By: Geoff Kirbyson
- October 11, 2016 October 30, 2019
- 23:55
Inheritance blues
We’ve all seen the bumper sticker that reads: “I’m spending my kids’ inheritance.” It’s funny, right? Think again, states Toronto-based HomEquity Bank. According to the…
- By: Paul Brent
- October 11, 2016 October 30, 2019
- 23:55
OPC decision could have a big impact
Financial services firms may have to set up their dispute-resolution process "in a much more formal way"
- By: donalee Moulton
- October 11, 2016 October 30, 2019
- 23:55
Associations seek young members
The discussion about bringing new blood into professional organizations has amplified as more advisors retire
- By: Tessie Sanci
- October 11, 2016 October 30, 2019
- 23:55
An underserved market segment?
Research found that there's lots of room for advisors to grow their business among high net-worth consumers
- By: Tessie Sanci
- September 27, 2016 November 9, 2019
- 00:55
Gold bull has more to give
Lack of global growth and a pause in the rise of interest rates are fuelling a gold bull market that's likely to continue for some…
- By: Jade Hemeon
- September 27, 2016 October 30, 2019
- 00:55
New concept could help fintech thrive
Report recommends the creation of a "regulatory sandbox" in Canada that gives fintech firms the freedom to experiment
- By: James Langton
- September 27, 2016 October 30, 2019
- 00:55
Newsmaker: Pushing ahead on wealth management
National Bank is intent on increasing its high net-worth business, with a strong focus on clients rather than managing fund products
- By: Rudy Mezzetta
- September 27, 2016 October 30, 2019
- 00:55
Asset allocation key to retirement income
With interest rates down for the count, an overweighted position in fixed-income just won't do the job for retirees
- By: Dwarka Lakhan
- September 27, 2016 October 30, 2019
- 00:55
Settlement could redefine overtime pay
A first in Canada for advisors, a settlement has resulted in the implementation of an overtime pay policy for trainees
- By: Fiona Collie
- September 27, 2016 October 30, 2019
- 00:55
Financial services profit survey: Trying economy takes a toll
Concerns about economic growth and the impact of Alberta's wildfires meant more than half the firms had lower earnings in Q2
- By: Catherine Harris
- September 27, 2016 October 30, 2019
- 00:50
New AML regime a mixed blessing
Updated laws provide more options to verify a client's identity, but also make monitoring more accounts necessary
- By: Fiona Collie
- August 25, 2016 October 30, 2019
- 23:55
RESPs spell opportunity for advisors
Few older Canadians contribute to RESPs, but they are gaining the attention of this group as a way to help grandchildren
- By: Sprott Asset Management
- August 25, 2016 November 9, 2019
- 23:55
Newsmaker: Steering through choppy seas
Seasoned securities lawyer Paul Bourque has taken the helm at IFIC during a turbulent period of regulatory change and rising competitive pressures
- By: Jade Hemeon
- August 25, 2016 October 30, 2019
- 23:55
Withdrawing retirement assets
With almost 1,200 Canadians set to retire each day for the next 15 to 20 years, wealth decumulation – rather than wealth accumulation – will…
- By: Dwarka Lakhan
- August 25, 2016 October 30, 2019
- 23:55
Creating a “sphere” of ETF products
A new firm fights for room in a hot marketplace
- By: Jade Hemeon
- August 25, 2016 October 30, 2019
- 23:55
Key role for advisors in Meridian Bank
Although St. Catharines, Ont.-based Meridian Credit Union (CU) will make its national mark with a new online bank, financial advisors will play an important role…
- By: Tessie Sanci
- August 25, 2016 October 30, 2019
- 23:55
Sentry finds the right match in new CIO
Gaelen Morphet's style is very much in line with Sentry's brand of investment management
- By: Jade Hemeon
- August 25, 2016 October 30, 2019
- 23:55
Newsmaker: Marc Doré reaching for the Peak as COO
Taking over the daily operations of Peak Financial Group from Robert Frances represents an opportunity for the experienced Doré
- By: Fiona Collie
- July 28, 2016 October 30, 2019
- 23:50