BMO adds new interactive tool to WealthPath
New feature allows clients to test financial scenarios
- By: IE Staff
- October 8, 2020 October 8, 2020
- 12:03
Latest news in Industry News
Morgan Stanley still on a shopping spree
The bank announced plans to buy Eaton Vance, an investment management firm, on Thursday
- By: The Associated Press
- October 8, 2020 October 8, 2020
- 10:49
GMP Capital shareholders approve Richardson GMP deal
The transaction is expected to close within 30 days
- By: Mark Burgess
- October 6, 2020 October 6, 2020
- 14:57
Fed’s Powell: Lack of further stimulus imperils recovery
Too little support would create “unnecessary hardship for households and businesses,” the Fed chair says
- By: Christopher Rugaber, The Associated Press, The Associated Press
- October 6, 2020 October 6, 2020
- 13:56
New committee on corporate governance launches
The group will provide updated guidance on diversity and inclusion and sustainability, among other matters
- By: IE Staff
- October 6, 2020 October 6, 2020
- 11:00
New formula may reduce DB plan payouts
Pension plans will use a new method for calculating commuted values as of Dec. 1
- By: Rudy Mezzetta
- October 6, 2020 October 6, 2020
- 10:48
Toronto home sales surged 42% to set new September record
More than 11,000 existing homes were sold at an average price of $960,772
- By: The Canadian Press
- October 6, 2020 October 6, 2020
- 10:02
New IAFP program lets CFAs fast-track to planner designation
The organization is recognizing the education and skills that CFAs already possess
- By: IE Staff
- October 5, 2020 October 15, 2020
- 11:40
Canadians with Covid-19 or caring for those with it can apply for federal money today
Applications for the new Canada Recovery Benefit open next week
- By: Lee Berthiaume
- October 5, 2020 October 5, 2020
- 10:11
Feds top up relief fund for businesses
The federal government is adding $600 million to a fund to help small- and medium-sized businesses
- By: The Canadian Press
- October 2, 2020 October 2, 2020
- 12:25
Making RRIF withdrawals during the pandemic
A tax expert at the IAFP symposium discussed the factors to consider
- By: Michelle Schriver
- October 2, 2020 October 2, 2020
- 10:13
Foresters, Canada Protection Plan amalgamate
Merger will facilitate growth through product development, tech advancements
- By: Rudy Mezzetta
- October 2, 2020 October 2, 2020
- 10:04
Outage freezes Tokyo Stock Exchange
Computer hardware failed, exchange officials say
- By: Yuri Kageyama, The Associated Press, Elaine Kurtenbach, The Associated Press, The Associated Press
- October 1, 2020 October 1, 2020
- 10:46
Managers with $2.3 trillion in AUM sign anti-racism pledge
The pledge, developed by the RIA, requires signatories to address diversity and inclusion in invested companies and within their own shops
- By: Melissa Shin
- October 1, 2020 September 30, 2020
- 07:00
Bridgehouse collaborates with GQG Partners
The firm has launched two new mutual funds
- By: IE Staff
- September 30, 2020 September 30, 2020
- 15:11
Insurers rethink client service
Today's challenges can be overcome with a new value proposition, a report says
- By: IE Staff
- September 30, 2020 September 30, 2020
- 13:57
Financial aid for workers hurt by Covid-19 gets unanimous support in Commons
However, the federal parties raise concerns about fast-tracking emergency legislation
- By: Joan Bryden, Mia Rabson, The Canadian Press, The Canadian Press
- September 30, 2020 September 30, 2020
- 10:28
Montreal fintech connects firms and clients
Flinks enables retrieval of client data across multiple platforms
- By: IE Staff
- September 29, 2020 September 29, 2020
- 12:01
GMP agrees to $40-million share buyback to settle dispute over deal
Kevin Sullivan will support the revised terms and withdraw a slate of proposed directors
- By: Mark Burgess
- September 29, 2020 September 30, 2020
- 11:56
CPP Investments goes green
The investment manager has doubled down on renewable energy
- By: IE Staff
- September 29, 2020 September 29, 2020
- 11:50
PBO: Deficit on track to hit $330 billion with Covid effects lasting years
Relative to the size of the economy, the deficit amounts to 15% of gross domestic product
- By: The Canadian Press
- September 29, 2020 September 29, 2020
- 10:20
CRA confirms prescribed annual interest rates for Q4
The rate for family loans remains at 1%
- By: IE Staff
- September 25, 2020 September 25, 2020
- 12:31
Snowbirds win legal battle to reinstate out-of-province medical coverage
A court has found that Ontario violated the Canada Health Act by revoking emergency coverage
- By: IE Staff
- September 25, 2020 September 25, 2020
- 11:20
Could regtech be the answer to your client service woes?
In a webinar, industry participants discussed innovation in regulatory technology
- By: Michelle Schriver
- September 25, 2020 September 28, 2020
- 10:57
TMX to acquire AST Investor Services (Canada) for $165M
The transaction is expected to close within six to 12 months
- By: The Canadian Press
- September 25, 2020 September 25, 2020
- 10:41