Credit crunch drives Scotiabank’s Dundee acquisition
It is a win/win: Dundee no longer has to support a bank under pressure and Scotia increases exposure to wealth management
- By: James Langton
- October 2, 2007 October 2, 2007
- 12:43
Latest news in News
Desjardins and Ethical Funds form strategic partnership
The deal gives Ethical Funds’ products exposure to the broker/dealer and Desjardins’ products exposure to the credit unions
- By: Jade Hemeon
- October 2, 2007 October 2, 2007
- 12:43
Strong C$ boosts spending
Now that the loonie has reached parity with the U.S. dollar, a significant number of Canadians are planning more and longer vacations as well as…
- By: Geoff Kirbyson
- October 2, 2007 October 2, 2007
- 12:43
Credit unions building wealth-management arms
Existing members are ideal clients for credit unions’ wealth-management services because they tend to be great savers
- By: Rudy Mezzetta
- October 2, 2007 October 2, 2007
- 11:27
Troubling Canadian connections to Lake Shore
Some clients have connections to Canadian firms; its books and records may be located in Toronto, where its trading also took place
- By: Laura Bobak
- October 2, 2007 October 2, 2007
- 11:27
Spending needs high globally
New infrastructure will require US$30 trillion to be spent by 2030
- By: Catherine Harris
- October 2, 2007 October 2, 2007
- 11:27
Managing time key to efficiency
Efficient advisors have bigger books that generate more revenue
- By: Gavin Adamson
- October 2, 2007 October 2, 2007
- 11:27
Regulators prepare to listen
Apparently, securities regulators have recovered sufficiently from their first experience in meeting a large room full of disgruntled investors that they are ready to do…
- By: James Langton
- October 2, 2007 October 2, 2007
- 11:27
Canada turns to PPPs for infrastructure
But some contend private/public partnerships cost more than traditional financing and reduce flexibility
- By: Catherine Harris
- October 2, 2007 October 2, 2007
- 11:27
Mastering the merger of two SROs
Susan Wolburgh Jenah, president and CEO of the combined IDA and RS, sees light at tunnel’s end
- By: James Langton
- August 28, 2007 August 28, 2007
- 11:20
B.C. credit unions halt merger talks
Prospera Credit Union says it is “poised for prosperity” on its own
- By: Brian Lewis
- August 28, 2007 August 28, 2007
- 11:20
Big-bank solutions for high net-worth clients
The resources needed to take care of high net-worth clients are not at every advisor’s fingertips. “High net-worth clients want more — they have already…
- By: Kate Betts-Wilmott
- August 28, 2007 August 28, 2007
- 11:20
Duca joins central
Other credit unions expected to follow
- By: Rudy Mezzetta
- August 28, 2007 August 28, 2007
- 11:20
Fairfax, others anticipated credit crunch
Credit default swaps at heart of crisis; fund manager Chou warned of looming subprime mortgage fiasco in March
- By: Gavin Adamson
- August 28, 2007 August 28, 2007
- 11:20
GMP refines its product offering and is poised for growth: Includes Chart
Bolstering its business lines with joint ventures has proven profitable. Net upcome was up 7.4% for the first six months of 2007
- By: Catherine Harris
- August 28, 2007 August 28, 2007
- 11:20
IFIC’s education arm becomes independent
Restructuring allows IFSE.ca to be more competitive and frees IFIC to become more proactive, CEO says
- By: James Langton
- August 28, 2007 August 28, 2007
- 11:20
Advisor among dozens burned in get-rich-quick scheme
OSC investigating offshore operation engaged in aggressive cold calling, purporting to sell currency options
- By: Laura Bobak
- August 28, 2007 August 28, 2007
- 11:20
Fund companies target new revenue
They are looking beyond mutual funds
- By: Catherine Harris
- August 28, 2007 August 28, 2007
- 11:20
Steadyhand cuts itself away from the herd
New Vancouver-based mutual fund firm offers low fees and loyalty rewards
- By: Brian Lewis
- August 28, 2007 August 28, 2007
- 11:20
Keeping a rein on ever-changing trading systems
Trade-through protection and best-execution rules are hard to apply to an evolving, high-tech trading business
- By: James Langton
- August 28, 2007 August 28, 2007
- 11:20
Assante rides trend toward fee-based service
Wealthier clients are demanding single account with flat management fee
- By: Gavin Adamson
- August 28, 2007 August 28, 2007
- 11:20
Looking to grow their customer base
Credit unions across the country are looking to boost lacklustre membership growth rates and are specifically targeting younger Canadians, new immigrants and those communities underserved…
- By: Rudy Mezzetta
- August 28, 2007 August 28, 2007
- 11:15
Firms vie for top advisors
Companies looking for staff are often better off stealing a proven performer
- By: James Langton
- August 28, 2007 August 28, 2007
- 11:15
Loring Ward completes divestitures, share buyback
Financial services company to focus on its U.S. advisor services business
- By: Geoff Kirbyson
- July 31, 2007 July 31, 2007
- 09:39
Manulife adds to wealth management, big time
Acquisition of Berkshire-TWC Financial Group boosts Manulife’s distribution network and triples its assets under administration
- By: Geoff Kirbyson
- July 31, 2007 July 31, 2007
- 09:39