Rethinking public pension plans
A Senate committee recommends that Canada widen its public savings plans
- By: Megan Harman
- November 1, 2010 May 31, 2019
- 12:14
Latest news in News
A new way to gauge market sentiment
The introduction of the Canadian VIX will measure market volatility and may provide new investment options
- By: Oliver Bertin
- November 1, 2010 May 31, 2019
- 12:14
Rousselle lands at Daystar
As president of Daystar, Ken Rousselle is hoping to boost education for advisors and better integrate the MGA’s branch network
- By: Clare O’Hara
- November 1, 2010 May 31, 2019
- 12:14
Helping Canadians find ways to save
If you find yourself with clients who are cash-strapped, debt-burdened and unable to save, you certainly have plenty of company.That’s because more than half of…
- By: Paul Brent
- November 1, 2010 May 31, 2019
- 12:14
Retention still a problem for insurers
It’s getting harder for firms that have proprietary career sales forces to retain those agents, says a new report
- By: Gavin Adamson
- November 1, 2010 May 31, 2019
- 12:14
Competition issues take centre stage
Canada’s competition law landscape is changing, with new offences and merger provisions that require careful review
- By: Patricia Chisholm
- November 1, 2010 May 31, 2019
- 12:14
Scotiabank revamps wealth arm
Canada’s third-largest bank reorganizes into four core businesses
- By: Rudy Mezzetta
- November 1, 2010 May 31, 2019
- 12:14
Seven-day retail banking takes hold
Despite the increasing popularity of online banking, retail branches are still seen as vital channels for sales and service
- By: Jeff Sanford
- November 1, 2010 May 31, 2019
- 12:14
Sun Life taps experience for new funds
New fund family brings together talent from within Sun Life’s network as well as from a number of global partners
- By: Jade Hemeon
- November 1, 2010 May 31, 2019
- 12:14
How to take money from your business
If you have your own financial advisory shop or have clients who are small-business owners, you might want to rethink how you or your clients…
- By: Geoff Kirbyson
- November 1, 2010 May 31, 2019
- 12:14
New group targets Canada’s richest
The establishment of TIGER 21 in Canada will help the wealthy become managers of their assets
- By: Megan Harman
- November 1, 2010 May 31, 2019
- 12:14
Prices on the rise
Low interest rates have forced insurer to hike premiums
- By: Gavin Adamson
- November 1, 2010 May 31, 2019
- 12:14
Big RRSP campaigns not on the radar
Financial services firms are putting a greater focus on retirement planning as a holistic strategy
- By: donalee Moulton
- November 1, 2010 May 31, 2019
- 12:14
U.S. shift will affect Canadians
Estate tax issue could cause quite a few headaches
- By: Rudy Mezzetta
- October 18, 2010 March 1, 2019
- 10:28
Are optimistic forecasts misleading feds?
In the past, conservative predictions led to surpluses, but current outlooks may be too rosy
- By: James Langton
- October 18, 2010 May 31, 2019
- 10:28
Asset-management firms face big challenges in years ahead
But while the future holds serious threats no firm can ignore, many opportunities exist for agile companies
- By: Oliver Bertin
- October 18, 2010 March 1, 2019
- 10:28
Immigrants are big potential source of business
Many newcomers have large amounts of investible assets; one study says only 27% receive financial advice
- By: Megan Harman
- October 18, 2010 May 31, 2019
- 10:28
New BluMont CEO targets retail market
James Wanstall says his firm is “not trying to be all things to all people”
- By: Jade Hemeon
- October 18, 2010 May 31, 2019
- 10:28
Overtime suits against the banks remain unresolved
In a relatively new area of litigation in Canada, financial services companies have come under fire
- By: Kevin Marron
- October 18, 2010 March 1, 2019
- 10:28
Foresters aims to grow on back of balance sheet strength
Flush with cash, the fraternal benefits insurer is ready to step into asset management if the right opportunity comes along
- By: Gavin Adamson
- October 18, 2010 May 31, 2019
- 10:28
Lurching toward disclosure
Or should regulators intervene more directly to protect investors?
- By: James Langton
- October 18, 2010 May 31, 2019
- 10:28
TSX’s latest run at alternative trading systems
Operating on a separate platform, TMX Select will benefit from the new “order protection” rule
- By: Olivia Glauberzon
- October 18, 2010 May 31, 2019
- 10:28