New CEO at TD
Bharat Masrani is the new group president and CEO at Toronto-based Toronto-Dominion Bank (TD). Masrani is a member of TD’s board of directors and brings…
- By: Tessie Sanci
- December 1, 2014 October 30, 2019
- 00:00
Latest news in News
Change at NBC
Two new directors have joined the board of National Bank of Canada, based in Montreal. Raymond Bachand is a former member of the Quebec national…
- By: Tessie Sanci
- December 1, 2014 October 30, 2019
- 00:00
Increasing clients’ financial literacy
A new national strategy for financial literacy focuses on educating three broad groups of people
- By: Rudy Mezzetta
- November 28, 2014 October 30, 2019
- 00:00
Robo-advisors: Not for clients only
Firms that provide online robo-advisory services are extending that service to advisors so that they can focus on serving clients
- By: Clare O’Hara
- November 28, 2014 October 30, 2019
- 00:00
Interest in seg funds rises again
Volatile markets and a decline in GMWBs have caused a surge in seg fund sales. Some insurers are hiking fees and introducing new products
- By: Megan Harman
- November 28, 2014 October 30, 2019
- 00:00
IIROC mulls advisor education reform
With the CSI's exclusive contract coming to an end in January 2016, the timing appears right for an overhaul
- By: James Langton
- November 28, 2014 October 30, 2019
- 00:00
IIAC is seeking a delay to CRM2
The organization believes that both the securities industry and investors would prefer reporting based on the calendar year
- By: James Langton
- November 28, 2014 October 30, 2019
- 00:00
A passion for philanthropy
Ray Chang was crucial to the success of CI Financial. But when he died this year at age 65, he left a legacy of giving…
- By: Jade Hemeon
- November 27, 2014 October 30, 2019
- 15:00
Firms bought out
Wilton Re Ltd., a life reinsurance company based in Bermuda, has purchased Transamerica Life Canada of Toronto. Wilton Re also has agreed to pay $600…
- By: Fiona Collie
- November 15, 2014 October 30, 2019
- 00:00
RBC wins awards
For the second consecutive year, Toronto-based Royal Bank of Canada’s (RBC) wealth-management division has been named Outstanding Wealth Manager, Customer Relationship Service and Engagement at…
- By: Fiona Collie
- November 15, 2014 October 30, 2019
- 00:00
3Macs acquisition
Montreal-based MacDougall MacDougall & MacTier Inc. (3Macs) has purchased Toronto-based Castellum Capital Management Inc. Castellum president Karen Shoffner and executive vice president Owen Phillips both…
- By: Fiona Collie
- November 15, 2014 October 30, 2019
- 00:00
Donations to FAIR
Toronto-based Canadian Foundation for Advancement of Investor Rights (a.k.a. FAIR Canada) has received donations from Talisman Energy Inc. of Calgary and Manulife Financial Corp. of…
- By: Fiona Collie
- November 15, 2014 October 30, 2019
- 00:00
Newsmaker: BMO executive looks for opportunities
Julie Barker-Merz is overseeing significant change at BMO InvestorLine with the introduction of adviceDirect
- By: Fiona Collie
- November 7, 2014 October 30, 2019
- 00:00
Is RRIF reform on the federal agenda?
Expected federal budget surplus may lead to changes
- By: Fiona Collie
- November 7, 2014 October 30, 2019
- 00:00
Specialization is key to success
Pembroke has maintained its focus by "doing a limited number of things well for a limited number of clients"
- By: Clare O’Hara
- November 7, 2014 October 30, 2019
- 00:00
Countering succession “double-dipping”
As some brokerages offer fat recruitment bonuses to senior advisors, TD Wealth PIA and others set out to reward loyalty
- By: Clare O’Hara
- November 7, 2014 October 30, 2019
- 00:00
New tax credit fulfils election promise
With the family tax cut, couples may have the extra funds they need to make investments in their children's future
- By: Rudy Mezzetta
- November 7, 2014 October 30, 2019
- 00:00
TMX wants changes
The operator of Canada's major stock exchanges wants a major overhaul of its trading offerings in the coming year
- By: James Langton
- November 7, 2014 October 30, 2019
- 00:00
Can disclosure be harmful to clients?
New research suggests that disclosure can have unintended consequences and also lead to perverse outcomes
- By: James Langton
- November 7, 2014 October 30, 2019
- 00:00
New VP at Neuberger
Institutional money manager Neuberger Berman Group LLC, based in New York, has announced that Sarah Butcher will fill the newly created position of vice president…
- By: Tessie Sanci
- October 31, 2014 October 30, 2019
- 23:00
New CEO at Fidelity
Abigail Johnson has been named CEO of Boston-based FMR LLC, more commonly known as Fidelity Investments. She is the third CEO for the company, which…
- By: Tessie Sanci
- October 31, 2014 October 30, 2019
- 23:00
Greene joins Manulife
Megan Greene is the new managing director and chief economist for Toronto-based Manulife Asset Management, the global asset- management arm of Manulife Financial Corp. Her…
- By: Tessie Sanci
- October 31, 2014 October 30, 2019
- 23:00
New head at TMX
Toronto-based TMX Group Ltd. has selected Lou Eccleston as its new CEO. Eccleston is set to assume the role on Nov. 3. and will also…
- By: Tessie Sanci
- October 31, 2014 October 30, 2019
- 23:00
Alternative ETFs gaining ground
Getting exposure to alternative strategies through exchange-traded funds has advantages over other methods
- By: Dwarka Lakhan
- October 26, 2014 October 30, 2019
- 23:00