Will new paper lead to MGA regulation?
A CCIR report two years in the making will help settle whether there are risks involved for consumers of life and health insurance
- By: Gavin Adamson
- January 24, 2011 May 31, 2019
- 15:18
Latest news in News
Alberta’s incorporation proposals
A consultation paper published late last year by Alberta’s Ministry of Finance and Enterprise proposes three possible ways for financial advisors to structure their businesses…
- By: James Langton
- January 24, 2011 October 30, 2019
- 15:18
Banks pursue different southern strategies
Canadian banks are in a strong position when it comes to striking deals in the still bruised U.S. financial sector
- By: Rudy Mezzetta
- January 24, 2011 October 30, 2019
- 15:18
IIROC takes aim at suitability
New requirements introduced earlier this month aim to provide investors with an added level of protection
- By: James Langton
- January 24, 2011 October 30, 2019
- 15:18
In the dark on taxes
Advisors are under increasing pressure to keep up to date and provide guidance to clients on income-tax regulations
- By: Megan Harman
- January 24, 2011 October 30, 2019
- 15:18
BCSC rules against the MFDA
With shareholder democracy coming under more scrutiny, the MFDA takes a hit on its proxy solicitation process
- By: James Langton
- January 24, 2011 October 30, 2019
- 15:18
ICBC calls for tighter mandates
A provincial regulator, the Insurance Council of British Columbia, has published what some in the insurance industry consider to be a sneak preview to the…
- By: Olivia Glauberzon
- January 24, 2011 October 30, 2019
- 15:18
The task force’s recommendations
Task Force on Social Finance
- By: James Langton
- December 20, 2010 May 31, 2019
- 12:19
Profit survey: Earnings improve, slowly
Results for financial services companies show an industry that is continuing to recover, including increasing dividends
- By: Catherine Harris
- December 20, 2010 May 31, 2019
- 12:18
Lagging the pack
Regulators are toiling away on yesterday's rules
- By: James Langton
- December 20, 2010 May 31, 2019
- 12:18
Task force looks to public good
A new report argues that governments and businesses need to work together to deploy private capital for the public good
- By: James Langton
- December 20, 2010 May 31, 2019
- 12:18
Understanding new financial reporting
The new IFRS provides information useful to investors and gives a “true and fair view” of the economic substance of a business
- By: Catherine Harris
- December 20, 2010 May 31, 2019
- 12:18
U.S. fiscal sustainability at risk
U.S. government debt that becomes a serious drag on growth would also weigh heavily on the Canadian economy
- By: James Langton
- December 20, 2010 May 31, 2019
- 12:18
HighView offers high-end expertise
This five-year-old wealth-management firm has grown rapidly by providing portfolio strategies for high net-worth clients
- By: Clare O’Hara
- December 20, 2010 May 31, 2019
- 12:18
A New Year’s resolution of “10/8” issue?
The Canada Revenue Agency may be close to articulating what it finds troublesome in leveraged-loan insurance plans
- By: Rudy Mezzetta
- December 20, 2010 May 31, 2019
- 12:18
Getting bigger, not bulkier
Andrew Marsh is overseeing the merger of two big names in the wealth-management business while striving to retain a boutique-like feel at year-old Richardson GMP
- By: Jade Hemeon
- December 20, 2010 May 31, 2019
- 12:18
Fired over Facebook
Financial advisors could be subject to even harsher penalties
- By: Megan Harman
- December 20, 2010 May 31, 2019
- 12:18
Forecasts call for anemic growth
If unemployment moves lower, cash registers will be ringing
- By: Catherine Harris
- December 20, 2010 May 31, 2019
- 12:12
IE fund manager of the year: Bringing home the gold
The RBC fund has outshone other precious metals funds
- By: Jade Hemeon
- December 6, 2010 May 31, 2019
- 12:20
Big banks make moves in social media
TD, Scotiabank and RBC have launched social media websites to foster internal communication
- By: Clare O’Hara
- December 6, 2010 May 31, 2019
- 12:18
“Business as usual” for advisors
Scotiabank has upped the ante with its acquisition of DundeeWealth but aims to keep the two sales forces separate
- By: Rudy Mezzetta
- December 6, 2010 May 31, 2019
- 12:18
Regulators take on “dark pools” issue
A new report proposes rules for “dark” trading, attempting to strike a balance between its advantages and its disadvantages
- By: James Langton
- December 6, 2010 May 31, 2019
- 12:18
A rebound in venture capital
Although total funds raised has increased, startups are still in need of money — and they are targeting high net-worth investors
- By: Olivia Glauberzon
- December 6, 2010 May 31, 2019
- 12:18
Fund fees disclosure rule takes shape
The Mutual Fund Dealers Association of Canada is pushing ahead with proposed rule changes to improve the disclosure of transaction costs for clients despite some…
- By: James Langton
- December 6, 2010 May 31, 2019
- 12:18
Key yearend tax tips for clients
RRSPs, RESPs, RDSPs and TFSAs are all things your clients should be aware of before Dec. 31 rolls around
- By: Dwarka Lakhan
- December 6, 2010 May 31, 2019
- 12:18