Fiduciary duty debate heats up
While regulators ponder the complexities of new rules, investor advocates focus on a quicker solution
- By: James Langton
- October 31, 2011 October 30, 2019
- 14:27
Latest news in News
New moves by Maple
For the second time this year, Canadian capital markets are facing the prospect of a thorough overhaul.
- By: James Langton
- October 31, 2011 October 30, 2019
- 14:18
The OSC plays nice
Looking to play the good cop, the Ontario Securities Commission is aiming to boost its enforcement productivity by doing more to entice co-operation and to…
- By: James Langton
- October 31, 2011 October 30, 2019
- 14:11
Worrisome debt stalks some agents
The need to meet loan obligations could lead to some bad decisions
- By: Olivia Glauberzon
- October 31, 2011 October 30, 2019
- 14:03
TFSAs misunderstood
Many of your clients may not comprehend the rules of the account
- By: Rudy Mezzetta
- October 19, 2011 October 30, 2019
- 12:34
TSX weighs in on directors
Evolving corporate-governance standards for the selection of directors are the focus of new proposals
- By: Dwarka Lakhan
- October 19, 2011 October 30, 2019
- 11:57
People Briefs
Manulife Asset Management Canada, the investment arm of Toronto-based Manulife Financial Corp., has named Jacqui Allard as its new president.
- By: Olivia Glauberzon
- October 17, 2011 October 30, 2019
- 16:51
Steering through a storm
The new president of Brandes has been travelling across the country and supporting advisors during these volatile times
- By: Jade Hemeon
- October 17, 2011 October 30, 2019
- 16:46
CSI aims to boost credibility of designations
Education firm launches several initiatives to clarify designations, revamp courses and help participants map out their careers
- By: Wendy Cuthbert
- October 17, 2011 October 30, 2019
- 16:40
Couples not discussing retirement
New study also reveals there is a gender divide, as wives often are not as knowledgeable as their husbands about their retirement finances
- By: donalee Moulton
- October 17, 2011 October 30, 2019
- 16:36
The CRA and offshore trusts
A recent Tax Court ruling suggests that the attribution rules may have narrower application than previously thought
- By: Olivia Li
- October 17, 2011 October 30, 2019
- 16:31
Caught in between
Many baby boomers who take care of their children and aging parents say they are affected by the issues relating to eldercare
- By: Olivia Li
- October 17, 2011 October 30, 2019
- 16:27
RBC first bank to have DC-only pensions
The elimination of the bank’s DB pension plan follows a trend seen in most of corporate Canada over the past few years
- By: Olivia Li
- October 17, 2011 October 30, 2019
- 16:24
Changing of the guard at Edward Jones
The Canadian division of Edward Jones will have a new leader in January 2012, when Gary Reamey, principal and head of the division, relinquishes the…
- By: Jade Hemeon
- October 17, 2011 October 30, 2019
- 16:14
New website challenges deposit brokers
The introduction of a new wrinkle in the way guaranteed investment certificates are sold could have an impact on the businesses of traditional deposit brokers…
- By: Paul Brent
- October 17, 2011 October 30, 2019
- 16:10
Firms ready to buy, report reveals
Canadian and international executives are concentrating on growth and M&As in the year ahead
- By: Paul Brent
- October 17, 2011 October 30, 2019
- 16:07
Sun Life’s wealth-management focus
McLean Budden to become a wholly-owned subsidiary of MFS Investment Strategies, insurer’s global wealth-management arm
- By: Olivia Glauberzon
- October 17, 2011 October 30, 2019
- 16:02
SSQ buys AXA Life to expand its reach
The acquisition of AXA Life Insurance from Intact will strengthen SSQ’s position as a player in insurance, investment and retirement products
- By: Dwarka Lakhan
- October 17, 2011 October 30, 2019
- 15:59
Three client groups are vulnerable
Single-parent families, retirees and immigrants face the toughest challenges when it comes to owing more than they earn
- By: Olivia Li
- October 17, 2011 October 30, 2019
- 15:56
News Briefs
Toronto-based Manulife Financial Corp.'s CoverMe.com client-oriented website has been awarded the 2011 International Business Award for Best Insurance Website by Stevie Awards Inc., an international…
- By: Olivia Glauberzon
- October 17, 2011 October 30, 2019
- 15:48
Industry weighs in on FDM
Although investor advocates support the CSA’s latest proposals on a fair-dealing model, industry groups are critical
- By: James Langton
- October 17, 2011 October 30, 2019
- 15:43
Independent report supports OBSI
A review from Navi-gator Co. found OBSI compares favourably with similar dispute-resolution services in other countries
- By: James Langton
- October 17, 2011 October 30, 2019
- 15:37
CWB keeps growing
The outlook for the western-only, mostly business bank is positive, with branches and retail lending continuing to increase
- By: Geoff Kirbyson
- October 17, 2011 October 30, 2019
- 15:34
Renouncing U.S. citizenship not an easy endeavour
Americans living in Canada who are thinking about renouncing their U.S. citizenship should make sure they understand fully the consequences of making that decision, cross-border…
- By: Rudy Mezzetta
- October 17, 2011 October 30, 2019
- 15:24
IIROC and MFDA call off merger talks
For now, at least, the proposed merger of the securities industry’s self-regulatory organizations appears to be off.
- By: James Langton
- October 17, 2011 October 30, 2019
- 15:08