Taking the long-term view on expansion
After a long career in insurance and executive recruiting, André Vincent steps into the top spot at Assumption Life
- By: Megan Harman
- March 1, 2013 October 30, 2019
- 00:00
Latest news in News
Matrix, Marquest set to team up
Efficiencies may be found in human resources, office space and back-office functions, which could free up capital
- By: Jade Hemeon
- March 1, 2013 October 30, 2019
- 00:00
Most accept Money Concepts settlement
Client suitability was one of the central issues in the class action by hundreds of investors against an Investia subsidiary
- By: Fiona Collie
- March 1, 2013 October 30, 2019
- 00:00
Investments in VC roaring back
Strong year in 2012 could be surpassed in 2013, some say
- By: Paul Brent
- March 1, 2013 October 30, 2019
- 00:00
Fiera buys assets
Montreal-based Fiera Capital Corp. has completed its acquisition of Toronto-based UBS Global Asset Management (Canada) Inc.’s Canadian fixed-income, equity and domestic balanced account businesses. Fiera…
- By: Fiona Collie
- March 1, 2013 October 30, 2019
- 00:00
IIAC suggests changes to IIP
The investment industry wants to play a bigger role in dealing with funds generated by immigrant investors
- By: Brent Jolly
- March 1, 2013 October 30, 2019
- 00:00
The next frontier for social media
Firms now will have to tackle access from mobile devices
- By: Clare O’Hara
- March 1, 2013 October 30, 2019
- 00:00
Many opposed to proposal
EMDs and portfolio managers are against being forced to use OBSI as their dispute-resolution mechanism
- By: James Langton
- March 1, 2013 October 30, 2019
- 00:00
BMG joins SIO
Bullion Management Group Inc. (BMG) has become the first precious-metals firm to join the Social Investment Organization (SIO). (Both are based in Toronto.) The SIO…
- By: Fiona Collie
- March 1, 2013 October 30, 2019
- 00:00
Asset mix is critical in managing risk
The advisor's role is to balance risks in prudent and intelligent ways to help clients avoid outliving their savings
- By: Dwarka Lakhan
- February 28, 2013 October 30, 2019
- 00:00
Advisors step up their efforts
Overall, 77% of clients say their advisors add value beyond market performance - much higher than last year's figure of 59%
- By: Brent Jolly
- February 15, 2013 October 30, 2019
- 00:00
Better days ahead for DB pensions?
Improved performance by both global equities and real estate increased returns for Canadian defined-benefit (DB) pension plans in 2012. And although experts are reluctant to…
- By: Susan Yellin
- February 15, 2013 October 30, 2019
- 00:00
Is the end (of growth) at hand?
British report says our 250-year run of economic growth has come to an end, and that the Western way of life faces collapse in the…
- By: James Langton
- February 15, 2013 October 30, 2019
- 00:00
Most retirees are “living the dream”
But not all news from recent RRSP surveys is good. Many retirees are vulnerable, while working clients are under financial stress
- By: Paul Brent
- February 15, 2013 October 30, 2019
- 00:00
The debt spiral
Canadians are taking advantage of low rates to make big purchases
- By: Paul Brent
- February 15, 2013 October 30, 2019
- 00:00
Financial Person of the Year award for Vachon
National Bank president honoured
- By: Fiona Collie
- February 15, 2013 October 30, 2019
- 00:00
Bruce Kagan is back in front of clients
The former CEO of Macquarie Private Wealth sees similarities and differences in his new gig with Gluskin Sheff
- By: Clare O’Hara
- February 15, 2013 October 30, 2019
- 00:00
M&A deals down, dollars up
Fewer transactions but more billion-dollar deals means mergers and acquisitions for 2012 surpassed the value of those in the previous year
- By: Paul Brent
- February 15, 2013 October 30, 2019
- 00:00
Insurance, credit scores and privacy
The federal privacy commissioner has cautioned insurance companies: Obtain proper consent before checking credit scores
- By: Ann MacAulay
- February 15, 2013 October 30, 2019
- 00:00
Banks strong, despite ratings
Moody's downgrade of the big banks reflects global factors
- By: Rudy Mezzetta
- February 15, 2013 October 30, 2019
- 00:00
U.S. firm acquires Investor Economics
Earl Bederman to become vice chairman, North America, with Asset International Inc. after the acquisition
- By: Susan Yellin
- February 15, 2013 October 30, 2019
- 00:00
Social media coming to more large firms
After years of caution, some major brokers are moving quickly to connect advisors with clients through social media
- By: Clare O’Hara
- February 15, 2013 October 30, 2019
- 00:00
Regulators aim to close loophole
The creation of a new registration category has been scrapped. New rules will be put in place to restrict the activities of EMDs
- By: James Langton
- February 15, 2013 October 30, 2019
- 00:00
Tough global environment for insurers
But Canadian life insurers say they can meet the challenges
- By: Megan Harman
- February 15, 2013 October 30, 2019
- 00:00
Provinces tackle funeral insurance
As insurance becomes an increasingly popular method for clients to fund their eventual funerals, policy-makers in some provinces are re-evaluating the rules associated with the…
- By: Megan Harman
- February 15, 2013 October 30, 2019
- 00:00