Quebec’s Caisse to sell remaining oil production investments by end of next year
CDPQ also plans to hold $54 billion in green assets by 2025
- By: The Canadian Press
- September 28, 2021 September 28, 2021
- 13:16
Latest news in Industry News
CRA announces interest rates for Q4
The prescribed rate on loans to family members remains set at 1%
- By: IE Staff
- September 27, 2021 September 27, 2021
- 15:15
The future is now for wealth firms
“Make no mistake about it, digital is here to stay,” says Pascal WealthTech's Howard Atkinson
- By: Maddie Johnson
- September 24, 2021 September 24, 2021
- 16:51
Stop putting off succession planning
An industry expert urged advisors to step up their game during IAFP's 2021 symposium
- By: Katie Keir
- September 24, 2021 September 24, 2021
- 15:29
Democrats see tax “framework” to pay for huge US$3.5-trillion package
The next step is narrowing the menu of tax possibilities, focusing on measures likely to pass
- By: Alan Fram, Lisa Mascaro, The Associated Press
- September 24, 2021 September 24, 2021
- 10:54
Chinese banks try to calm fears about Evergrande’s debts
Some Chinese banks are disclosing what they are owed by the real estate developer, hoping to quell fears
- By: Joe McDonald, The Associated Press
- September 24, 2021 September 24, 2021
- 10:22
Fed foresees a potential rate hike as soon as next year
Inflation has surged as consumer spending and disrupted supply chains have created shortages
- By: Christopher Rugaber, The Associated Press
- September 22, 2021 September 22, 2021
- 15:01
Ontario Teachers’ to acquire HomeEquity Bank
The acquisition is expected to close in the first half of next year
- By: The Canadian Press
- September 22, 2021 September 22, 2021
- 14:51
How advisors are responding to the pandemic election results
Clients' concerns range from broad social and fiscal spending to potential tax changes
- By: Katie Keir
- September 22, 2021 September 23, 2021
- 14:40
CIBC launches first new corporate logo since 2003
The bank is also working on completing its new global headquarters in Toronto
- By: IE staff, with files from Canadian Press
- September 22, 2021 September 22, 2021
- 14:02
4% rule is no longer an ideal retirement strategy, Milevsky says
The York University professor laid out his concerns at an event this week
- By: Daniel Calabretta
- September 22, 2021 September 22, 2021
- 13:43
Liberals may be more open to NDP tax proposals in new Parliament, experts say
Advisors will be watching for taxes targeting high earners, capital gains and wealth inequality
- By: Rudy Mezzetta
- September 22, 2021 September 28, 2021
- 12:40
What another Liberal minority means for clients
A re-elected Liberal government could go after bank profits and move ahead with taxes on the wealthy
- By: Mark Burgess, IE staff, with files from Canadian Press
- September 21, 2021 September 21, 2021
- 06:58
MX extends hours to include Asia-Pacific trading
The exchange's plans to extend trading hours to match Asian markets were pushed back to Sept. 19
- By: IE Staff
- September 20, 2021 September 20, 2021
- 11:21
Not all banks are cutting new purchases of third-party funds
CWB and Meridian will continue to offer outside products
- By: Katie Keir
- September 16, 2021 September 20, 2021
- 16:35
Federal Reserve reviews ethics policies after prolific trading uncovered
Two regional Fed presidents traded excessively last year
- By: Christopher Rugaber, The Associated Press, The Associated Press
- September 16, 2021 September 16, 2021
- 14:22
Prosper Canada launches service to help financially vulnerable Canadians
The new portal offers free tools, tips and worksheets
- By: Maddie Johnson
- September 16, 2021 September 16, 2021
- 12:42
Wealthscope partners with ESG data company
The partnership allows the fintech to add ESG scores to its portfolio analytics
- By: Maddie Johnson
- September 16, 2021 September 16, 2021
- 12:08
U.S.-based Focus Financial acquires Cardinal Point
Cardinal Point offers cross-border wealth planning services to HNW clients
- By: Rudy Mezzetta
- September 16, 2021 September 16, 2021
- 12:02
Election 2021: Where the parties stand on financial issues
Here’s what's been proposed for financial institutions, taxes, housing and more
- By: Daniel Calabretta
- September 16, 2021 October 4, 2021
- 10:49
New survey sheds light on diversity in sustainability
Only half of respondents felt as though organizations had turned words into action on equality, diversity and inclusion strategies
- By: Maddie Johnson
- September 16, 2021 September 15, 2021
- 00:01
CI Financial to open U.S. headquarters in Miami
Toronto-based firm has acquired or made deals for 21 U.S. wealth firms since last year
- By: Rudy Mezzetta
- September 15, 2021 September 15, 2021
- 13:32
CI Financial buys US$5.2-billion Portola Partners
The Silicon Valley-based wealth manager serves wealthy families and tech entrepreneurs
- By: Rudy Mezzetta
- September 14, 2021 September 14, 2021
- 13:05
Pricing natural assets to preserve them
NYSE seeks to list novel asset class that captures the value of natural assets
- By: James Langton
- September 14, 2021 September 14, 2021
- 12:19