Industry M&A accelerates
Smaller companies may not have the revenue to survive these times
- By: Geoff Kirbyson
- October 1, 2008 October 1, 2008
- 09:43
Latest news in News
Industry still concerned with delivery requirements
The final point-of-sale document has yet to be released, but dealers fear their concerns won’t be addressed
- By: Jade Hemeon
- October 1, 2008 October 1, 2008
- 09:43
A decade of regulation
The MFDA was the unwanted regulator, but it has made a difference
- By: James Langton
- October 1, 2008 September 16, 2022
- 09:23
AIG’s larger business units will probably be sold off first
AIG is paying 11.25% interest on its bridge financing; it will want to pay that down as quickly as possible
- By: Gavin Adamson
- October 1, 2008 October 1, 2008
- 09:20
What to expect in the wake of the downturn
As financial services firms report their earnings, it’s clear that recovery is a long way off
- By: James Langton
- September 3, 2008 September 3, 2008
- 11:25
Retirement decisions grow in complexity
No longer strictly a joint decision, spouses are retiring on their own terms
- By: Monica Townson
- September 3, 2008 September 3, 2008
- 11:25
Oil prices will set tone for economy
The recent drop in oil prices is allaying fears of inflation. But inflation won’t moderate quickly; it will go down only if oil and other…
- By: Catherine Harris
- September 3, 2008 September 3, 2008
- 11:25
Regulator on your tail? Just quit.
Ontario’s Taub case has added to the confusion over the status of former advisors
- By: Laura Bobak
- September 3, 2008 September 3, 2008
- 11:25
Beacon Securities positions itself for faster growth
Executives say the largest dealer in Atlantic Canada is still a relationships-based business
- By: donalee Moulton
- September 3, 2008 September 3, 2008
- 11:25
Planning on the agenda, again
IIROC takes a stab at regulating how its members deliver financial planning
- By: James Langton
- September 3, 2008 September 3, 2008
- 11:25
The great downturn no one saw coming
It has been a year since the global credit crisis erupted, and the effect in Canada has been devastating
- By: James Langton
- September 3, 2008 September 3, 2008
- 11:25
A new head for the Mawer family
Incoming president Michael Mezei was struck by the firm’s close-knit, collaborative culture
- By: Rachel Betts-Wilmott
- September 3, 2008 September 3, 2008
- 11:25
Mackenzie looking to broaden Saxon’s appeal to advisors
Saxon retail and institutional funds will continue to be managed by vets Howson and Tattersall
- By: Jade Hemeon
- September 3, 2008 September 3, 2008
- 11:25
AMF to ask for jail time for four Montreal advisors
More than 400 charges have been laid against a foursome who allegedly fleeced celebrities
- By: Don Macdonald
- September 3, 2008 September 3, 2008
- 11:25
Consolidation in Manitoba
Nine of the province’s credit unions involved in mergers this year
- By: Geoff Kirbyson
- September 3, 2008 September 3, 2008
- 11:25
Transamerica’s new CIO to lead firm through tough times
But despite its recent financial losses, MGAs have confidence in the life insurer
- By: Gavin Adamson
- September 3, 2008 September 3, 2008
- 11:25
Qtrade extends its reach into the credit union system
By bringing three credit unions on board, the Vancouver-based firm is competing with Credential
- By: Rudy Mezzetta
- September 3, 2008 September 3, 2008
- 11:25
Reinsurer opens its doors
Aurigen Re has big plans for growth
- By: Gavin Adamson
- September 3, 2008 September 3, 2008
- 11:25
Disclosure obligations seen as an unwelcome chore
Data from the Canadian Securities Administrators show that more than 60% of companies’ disclosure is lacking
- By: James Langton
- September 3, 2008 September 3, 2008
- 11:25
CC&L Financial Group breaks its own trail
Toronto-based asset manager’s multi-boutique structure allows it to address different markets
- By: Clare O’Hara
- July 28, 2008 July 28, 2008
- 12:13
U.S. not expected to respect new TFSA
But U.S. residents living in Canada may derive a small benefit from tax-free savings accounts
- By: Bruce Cohen
- July 28, 2008 July 28, 2008
- 12:13
Study: Clients should use leverage to diversify over time
Yale professors say borrowing to invest early on in life is the key to long-term outperformance
- By: James Langton
- July 28, 2008 July 28, 2008
- 12:13
Departures highlight challenges
CIBC Wood Gundy’s revolving door
- By: Jade Hemeon
- July 28, 2008 July 28, 2008
- 12:13
China: Land of opportunity for financial services firms
Emerging middle class needs banking and insurance services; a culture of saving lends itself to investing and planning
- By: Laura Bobak
- July 28, 2008 July 28, 2008
- 12:13
Settlement reached in Crocus class-action suit
And after a three-year investigation of investment fund, the RCMP says no arrests are warranted
- By: Geoff Kirbyson
- July 28, 2008 July 28, 2008
- 12:13