Study: Focus on future profitability
While older clients may have more assets, younger clients represent growth for advisors, says a new study
- By: Tessie Sanci
- March 26, 2015 October 30, 2019
- 23:00
Latest news in News
More taxpayers give up U.S. citizenship
The heavy compliance burden related to filing taxes is one big reason
- By: Rudy Mezzetta
- March 26, 2015 October 30, 2019
- 23:00
Raymond James lands a Cougar
Purchase enables Cougar to make its ETF portfolios available to a wide network across Canada
- By: Jade Hemeon
- March 26, 2015 October 30, 2019
- 23:00
Getting a handle on digital currencies
Defining just what this technology is is the first task that Canadian policy-makers face
- By: James Langton
- March 26, 2015 October 30, 2019
- 23:00
First fine under CASL a “wake-up call”
Financial services firms should take heed of the first case dealing with a violation of Canada's new anti-spam legislation
- By: donalee Moulton
- March 26, 2015 October 30, 2019
- 23:00
Securities selection key to success
Flexibility in asset allocation also was important in how segregated fund families performed in 2014
- By: Catherine Harris
- February 27, 2015 October 30, 2019
- 00:00
Feds extend access to banking info
Under new legislation aimed at a host of emerging threats, including cyberbullying, terrorism and theft of Internet and cable services, financial services institutions are likely…
- By: donalee Moulton
- February 27, 2015 October 30, 2019
- 00:00
Pensions and ex-spouses: A tangled web
Marriages come and go. And so, at times, do pensions. Recent court decisions point to the need for precision in documentation
- By: Fiona Collie
- February 27, 2015 November 9, 2019
- 00:00
Pitch services, not products
A new CIBC survey suggests that although clients believe they would benefit from financial advice, they're reluctant to seek it
- By: Tessie Sanci
- February 27, 2015 October 30, 2019
- 00:00
MFDA aims to clarify sales rules
There's still much confusion among advisors and their mutual fund dealers about the sale of syndicated mortgages
- By: Fiona Collie
- February 27, 2015 October 30, 2019
- 00:00
Opposing views on the ORPP
Debate is heating up over the features and application of the proposed public pension plan taking shape in Ontario
- By: James Langton
- February 27, 2015 October 30, 2019
- 00:00
Regulators tweak exempt-market regime
The CSA and the OSC have introduced new reforms lately, but the ultimate impacts of those reforms appear to be at odds
- By: James Langton
- February 27, 2015 October 30, 2019
- 00:00
Retirement becoming more elusive
Surveys from Sun Life and RBC reveal that retirement, as we know it, is becoming ever more challenging for Canadians
- By: Paul Brent
- February 27, 2015 October 30, 2019
- 00:00
Canucks hoarding cash
While Canadians see cash and fixed-income as good investments, Americans see equities as the way to go, a recent survey suggests
- By: Paul Brent
- February 15, 2015 October 30, 2019
- 00:00
IIVC: Will new program fail?
There's much debate about whether the federal government's new immigrant-investor program will achieve its goals
- By: Rudy Mezzetta
- February 15, 2015 October 30, 2019
- 00:00
New VP at Power
Montreal-based Power Financial Corp. has appointed Claude Généreux as executive vice president, effective March 2. Power Financial is a member of Power Corp., for which…
- By: Tessie Sanci
- February 15, 2015 October 30, 2019
- 00:00
Newsmaker: Doing the right things
The job of the compliance department has never been more crucial. Kathleen Black, in her new role as head of the ACCP, takes on a…
- By: Patricia Chisholm
- February 15, 2015 October 30, 2019
- 00:00
McLeish chairs Dundee
Robert McLeish is the new independent chairman of Dundee Corp.’s board. He replaces Ned Goodman, who will remain a director of the company and will…
- By: Tessie Sanci
- February 15, 2015 October 30, 2019
- 00:00
McDougall joins RJ
Craig McDougall has joined the investment-banking team of Toronto-based Raymond James Ltd. in the role of senior managing director and head of the firm’s mergers…
- By: Tessie Sanci
- February 15, 2015 October 30, 2019
- 00:00
Manulife taps Renaud
Roger Renaud has been named president of the Canadian division of Toronto-based Manulife Asset Management Ltd. (Manulife AM), following Manulife Financial Corp.’s acquisition of the…
- By: Tessie Sanci
- February 15, 2015 October 30, 2019
- 00:00
Active managers beat their indices
A big plus is better control of risk, active managers say
- By: Michael Ryval
- February 15, 2015 October 30, 2019
- 00:00
Regulators move ahead on key initiatives
Among various decisions, the CSA's ruling on CRM2 deadlines is getting the most attention
- By: James Langton
- February 15, 2015 October 30, 2019
- 00:00
RRSP investors are looking globally
Clients are worried about the effects of the declining Canadian dollar and the impact of falling oil and metals prices
- By: Jade Hemeon
- February 15, 2015 October 30, 2019
- 00:00
Wide divergence in fund families’ results
Stock-pickers had very positive results, whereas firms whose fund families were invested heavily in oil took a beating in 2014
- By: Catherine Harris
- February 15, 2015 October 30, 2019
- 00:00