Fear of financial loss limits investors’ opportunities: study
Investors are open to alternative investments and want greater exposure to ESG, but need the right advice on strategies
- By: Leah Golob
- September 26, 2017 November 9, 2019
- 16:15
Latest news in Industry News
Investors put great faith in advisors: survey
There’s great trust in advisors as more than half of investors surveyed said they would follow their advisors if they switched firms
- By: Leah Golob
- September 26, 2017 December 19, 2017
- 13:20
Survey highlights gender gap in use of financial advisors
The OSC survey also finds that many Ontarians are planning to use their homes to help fund their retirements
- By: James Langton
- September 26, 2017 December 19, 2017
- 11:40
SPR re-named Ninepoint Partners
Name change represents final stage of management-led buyout of diversified assets business of SAM
- By: IE Staff
- September 26, 2017 February 2, 2018
- 10:50
Institutional investors critical of boards lacking any female representation: survey
They also favor a ban or sunsetting of unequal voting rights
- By: James Langton
- September 25, 2017 December 19, 2017
- 11:05
Slideshow: The top 10 rated firms in this year’s Report Card series
The firms with which advisors are most pleased come from every channel in the Report Card series, but share some key traits
- By: Fiona Collie
- September 25, 2017 November 9, 2019
- 09:51
Investor protection clinic offers free legal advice
The clinic will provide legal help to investors that may have suffered losses due to misconduct
- By: James Langton
- September 22, 2017 December 19, 2017
- 14:30
National Bank reports data breach
Website error exposed customers’ personal information including names, birthdates and phone numbers
- By: The Canadian Press
- September 21, 2017 December 19, 2017
- 12:15
Entrepreneurs leaving money on the table: BDC
Study finds older business owners failing to take steps to boost value of their businesses
- By: Leah Golob
- September 20, 2017 December 19, 2017
- 16:30
Breton Hill to join Neuberger Berman
Breton Hill’s investment process will continue to be led by co-founder Ray Carroll
- By: IE Staff
- September 20, 2017 December 19, 2017
- 11:05
Equifax Canada says 100,000 Canadians may be affected by cyber attack
The breached data may have included names, addresses, social insurance numbers and in some cases credit card numbers
- By: Armina Ligaya
- September 19, 2017 December 19, 2017
- 16:25
Parents delaying retirement to help their kids
More than half of Canadian parents are supporting their adult children financially
- By: Leah Golob
- September 19, 2017 December 19, 2017
- 15:50
Complaints about life and health insurance industry rise to highest level ever
OLHI’s annual report notes that the organization is pursuing changes to the way complaints about independent agents are handled
- By: Megan Harman
- September 19, 2017 December 19, 2017
- 14:55
Canadians face obstacles to investing
Study finds young adults are more likely to start investing than older non-investors
- By: Leah Golob
- September 19, 2017 December 19, 2017
- 14:30
Gluskin Sheff names new CEO
Jeff Moody succeeds Tom MacMillan
- By: IE Staff
- September 19, 2017 December 19, 2017
- 10:35
Wealthsimple launches robo-advisor service in U.K.
The company launched in the U.S. at the end of January
- By: The Canadian Press
- September 19, 2017 December 19, 2017
- 09:00
CIBC extends brand name to the U.S.
The recently acquired PrivateBancorp will now operate under the CIBC brand; TD completes Scottrade acquisition
- By: Leah Golob
- September 18, 2017 December 19, 2017
- 16:40
Appropriate withdrawal rate key to successful decumulation
While 4% is often used as a benchmark for annual portfolio withdrawals in retirement, this amount must be calculated according to individual circumstances, evaluated along…
- By: Jade Hemeon
- September 18, 2017 December 19, 2017
- 15:55
Advisors, investors’ views on SRI, advice differ greatly
However, the two parties find common ground on global investing and key wealth-management services
- By: Leah Golob
- September 18, 2017 December 19, 2017
- 15:30
Fraudster sentenced to 11 years in jail
Investors’ funds diverted for personal use
- By: James Langton
- September 18, 2017 December 19, 2017
- 11:10
Canaccord Genuity completes acquisition of Hargreave Hale
The U.K. wealth management firm brings more than $13.5 billion in assets under administration, management and management contract
- By: Leah Golob
- September 18, 2017 December 19, 2017
- 10:30
Privacy commissioner launches investigation into Equifax data breach
The credit monitoring company has committed to notifying all impacted Canadians in writing
- By: Aleksandra Sagan, Armina Ligaya
- September 16, 2017 December 19, 2017
- 14:30
TD mobile banking apps receive top marks
U.S. study finds that Canadians are spending more time on their mobile banking apps this year than they did both in 2016 and 2015
- By: Leah Golob
- September 14, 2017 December 19, 2017
- 14:15
Self-directed investors turning away from robo-advisors
There’s a growing desire among these investors for a combination of full-service advice and self-service tools, J.D. Power report finds
- By: Leah Golob
- September 14, 2017 December 19, 2017
- 11:40
Equifax hack likely affected only Canadians with dealings in U.S.
Canada’s privacy commissioner has prioritized an examination into the hack to ensure that Canadians’ information are protected by future risks
- By: David Hodges, Armina Ligaya
- September 13, 2017 December 19, 2017
- 17:00