Tech roundup: BMO clients can build their own financial plan in Conquest Planning
And, other collaborations, investments and insurance tech developments
- By: Jonathan Got
- August 4, 2025 August 1, 2025
- 05:28
And, other collaborations, investments and insurance tech developments
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Firm announced this week it's being acquired by iA Financial Corp in a $597M deal
Rate dropped one percentage point in third quarter, which began on July 1
Compensation dropped 28% following “organizational restructuring”
RF Capital CEO Dave Kelly to stay on for the transition
Agency tells CPA Canada it will begin reassessing affected returns "shortly"
Deal to add over $40B in AUA to iA Wealth
Plus, Adelaide Chiu leaves NEI Investments, and appointments at ScotiaMcLeod and Conexus Credit Union
PE activity in Canada expected to 'remain quite dry' due to trade policy uncertainty: KPMG
That compares with a $3.8B deficit for the same two months of last year
Latest deal to purchase Millar Private Wealth Management adds $800M in assets
Multiple departments have been asked to cut spending over each of the next three years
Participants provide "fresh perspectives," CEO says
Purchase of De Thomas Wealth is expected to add $2.7B to IPC’s assets
U.S. president has backed away from comments suggesting the Fed chair could be fired
Agency urges ‘swift action’ to restore account within annual limit to minimize tax impact
Bank says it's focused on ensuring workspaces are adequate ahead of the change this fall
Bank bought a 14.9% stake in the U.S.-based firm last year
Policy brief argues for national climate information architecture
The funds will support consumer, investor education training for low- and moderate-income Ontarians
Banks, retailers and other firms face pressure to commit to responsible AI use
Top Fed official warns weakening momentum threatens employment goals
Individual client authorization for a representative is now instant
Federal civil service will balloon to 445,000 roles in 2024-25