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Keyword: Back-office firms

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The category saw the biggest rating improvement in the Report Card

Data protection concept. GDPR. EU. Cyber security. Business man using mouse computer with padlock icon and internet technology network on blue background.

Firms should prepare and test responses, executives said at an IFIC event

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Countdown to shorter settlement cycle transition in May 2024 has begun

Manulife head office building in Toronto, Canada. Manulife is a Canadian multinational insurance company.

Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities

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RF Capital CEO Kish Kapoor attributed the problems to technology issues, data transfer challenges and user training

businessman heavy workload sleep at office desk with finance sheet calculator and coffee.

The web-based tool aims to eliminate cost and complexity for introducing brokers and portfolio managers

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The back-office support services firm aims to address the growing demand for fee-based accounts

  • By: IE Staff
  • June 5, 2018 July 10, 2019
  • 12:45
Toronto downtown with new streetcar

The corporate services provider will initially focus on the alternative investments business

  • April 6, 2018 April 6, 2019
  • 11:30

The financial services sector now comprises more than 3,600 offices employing approximately 19,000 people in Nova Scotia’s capital city

Despite multiple complaints across the board, advisors with certain firms say that having strong relationships and competent and proactive staff are key to success with the back office

  • By: Leah Golob
  • August 20, 2015 November 9, 2019
  • 23:00