Desjardins to acquire Worldsource wealth and insurance businesses from Guardian Capital
Desjardins said it plans to operate the three companies as standalone entities
Top stories
Ontario appoints Kevan Cowan as new OSC chair
Cowan replaces Heather Zordel, who resigned last month
Banks outline downturn prep while still talking growth
Strategies were discussed during earnings calls
Industry moves this week
Appointments follow the launch of a new division at Raymond James Ltd. and a retirement announcement from CSI
- By: Katie Keir
Single-security ETFs present benefits, challenges
Panellists discussed the funds during the ETFGI summit
- By: Greg Meckbach
Inflation gauge tracked by Federal Reserve slows to still high 6%
The monthly increase in consumer prices is the smallest since November 2021
Insurance regulators release guidance targeting unfair incentives
The regulators concluded that some incentive practices may present risks to the fair treatment of customers
- By: IE Staff
FP Canada announces latest QAFP exam results
The exam was written by 69 candidates
- By: IE Staff
CIBC reports Q4 profit down from year ago, raises quarterly dividend
In wealth management, commission revenue was negatively affected by market performance, lower client activity
Powell: Fed to keep rates higher for longer to cut inflation
A smaller December hike shouldn't be taken as a sign the Fed will let up on its inflation fight anytime soon
TD reports earnings up as it sees growth in margins and loans
The bank is putting more bankers, advisors on the street, CFO says
BMO reports Q4 profit, raises dividend
The bank's bottom line was boosted by Bank of the West acquisition
- By: Canadian Press, IE Staff
Alt investors using alt data to gain an edge: report
From satellite imagery to biometrics, alternative managers are investing in new information sources
- By: Mark Burgess
The post-pandemic investor protection challenge
IOSCO report recommends practices for investor protection and education during a crisis
- By: James Langton
Economists see underlying signs of weakening in third-quarter GDP numbers
Household savings rate rose to 5.7% in Q3; oil exports helped drive GDP growth
RBC reports $3.9B Q4 profit as it prepares for a more turbulent year ahead
Wealth management profits increased despite lower fee-based revenues
National Bank reports Q4 profit down from year ago, raises quarterly dividend
Wealth management profit was up by 24% on higher interest rates
Brand Knowledge
Help your clients tap into an ample source of ready retirement income
Manulife One turns home equity into an active asset.
- By: Manulife Bank
ETF usage plateaus among brokerage advisors
Mutual fund usage among dealer advisors remains high, but fell between 2021 and 2022
Advisors need to help clients find purpose in retirement
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
- By: Daniel Calabretta
- September 9, 2022 September 9, 2022
- 11:04
Advisors must improve how they work with wealthy families
False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant
- By: Rudy Mezzetta
- August 10, 2022 August 11, 2022
- 11:59
How to stay the course in tough markets
Diversification, planning and time are an advisor’s best friends when volatility strikes
- By: Allan Janssen
- June 21, 2022 June 17, 2022
- 09:00
