New tool to simplify communications
A centralized platform launching next year aims to provide advisors with a single portal to access all their communications
- By: Clare O’Hara
- October 23, 2014 October 30, 2019
- 23:00
Latest news in News
New rules for MGAs
CLHIA releases compliance guidelines as part of its response to recommendations from regulators
- By: Megan Harman
- October 23, 2014 October 30, 2019
- 23:00
Review business and medical deductions
Solid support for deductions and credits remains crucial for winning disputes in the Tax Court of Canada
- By: Patricia Chisholm
- October 23, 2014 October 30, 2019
- 23:00
Tax reform needed, new report says
Reducing the tax burden on business owners can have a positive impact on the economy and on investments
- By: Geoff Kirbyson
- October 23, 2014 October 30, 2019
- 23:00
Compliance officer takes the spotlight
Neal Weston has received the IIAC's Top Under 40 Award for his professionalism and involvement in the industry
- By: Fiona Collie
- October 23, 2014 October 30, 2019
- 23:00
Down markets may lead to complaints
Evidence from the past few years suggests that as markets rise, client complaints drop - and vice versa
- By: James Langton
- October 23, 2014 October 30, 2019
- 23:00
Relief for Americans holding RRSPs
Cross-border tax practitioners are applauding a decision by U.S. tax authorities. Americans in Canada now will receive an automatic tax deferral on the income they…
- By: Rudy Mezzetta
- October 23, 2014 October 30, 2019
- 23:00
Newsmaker: Meeting investors’ needs
Jeff Carney, Mackenzie's new CEO, says experience has taught him that connecting with investors on an emotional level leads to better outcomes for advisors and…
- By: Jade Hemeon
- October 23, 2014 October 30, 2019
- 23:00
Newsmaker: IFIC’s educator
One of the goals of Brian Peters, chairman of IFIC, is to promote financial literacy among Canadians
- By: Jade Hemeon
- October 14, 2014 October 30, 2019
- 23:00
An “investment guy” as president
AGF's appointment of Kevin McCreadie as president and CIO is an indication of where the fund giant's priorities lie
- By: Jade Hemeon
- October 14, 2014 October 30, 2019
- 23:00
Elderly investor has mixed results in lawsuit
Although an appeal court found advisors and their firm had breached KYC rules, the investor could not keep initial gains
- By: donalee Moulton
- October 14, 2014 October 30, 2019
- 23:00
New tool could enhance advisors’ reach
A new publishing tool from Mountain View, Calif.-based LinkedIn Corp. promises to change the way financial advisors communicate with both their existing and prospective clients.…
- By: Clare O’Hara
- October 14, 2014 October 30, 2019
- 23:00
Financial advice good for the economy
Advisors encourage savings, which boost long-term economic growth
- By: Geoff Kirbyson
- October 14, 2014 October 30, 2019
- 23:00
Biometric tech comes to Tangerine
Fingerprints and voice recognition will be available to clients who want additional security for their mobile banking
- By: Danny Bradbury
- October 14, 2014 October 30, 2019
- 23:00
New website on RI launches
Advisors can help engage clients who are interested in RI
- By: Fiona Collie
- October 14, 2014 October 30, 2019
- 23:00
CSA proposals create a flood of feedback
Dealers are in favour of certain CSA proposals that would reform market structure markets are strongly against them
- By: James Langton
- October 14, 2014 October 30, 2019
- 23:00
Anand gets fellowship
Anita Anand has been appointed fellow-in-residence at the Toronto-based C.D. Howe Institute. Anand, a professor in the University of Toronto’s faculty of law, was the…
- By: Fiona Collie
- October 14, 2014 October 30, 2019
- 23:00
Banks subject to provincial rules
Banks may want to review consumer lending documentation
- By: donalee Moulton
- October 14, 2014 October 30, 2019
- 23:00
Mercer partner honoured
Jane Ambachtsheer, partner and global head of Mercer LLC’s responsible investment business, has been named to the 2015 Clean 50. This annual award, managed by…
- By: Fiona Collie
- October 14, 2014 October 30, 2019
- 23:00
New FAIR appointee
Guy Lemoine has been appointed to the board of the Canadian Foundation for Advancement of Investor Rights (a.k.a. FAIR Canada). Lemoine, a lawyer, is a…
- By: Fiona Collie
- October 14, 2014 October 30, 2019
- 23:00
Overtime pay settlement seen to be fair
The judge who oversaw the class-action lawsuit views the settlement "as an excellent and creative resolution"
- By: Fiona Collie
- September 18, 2014 October 30, 2019
- 23:00
Bolster RRSPs, C.D. Howe paper suggests
As politicians look at forcing Canadians to save more for their retirement by supplementing forced pension programs, a paper published by the C.D. Howe Institute,…
- By: Paul Brent
- September 18, 2014 October 30, 2019
- 23:00
Alternative mutual funds on the rise
These funds tend to be less correlated to the broader market
- By: Dwarka Lakhan
- September 18, 2014 October 30, 2019
- 23:00
BMO Harris award
Toronto-based BMO Harris Private Bank has been named Best Private Bank in Canada as part of the World Finance Banking Awards, 2014. This is the…
- By: Fiona Collie
- September 18, 2014 October 30, 2019
- 23:00