The association expresses support for FSCO’s goals of treating consumers of insurance fairly and enabling innovation through fintech
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss why survey participants believe their dealer firms are failing to meet expectations…
The federal housing agency’s stepped up efforts were not triggered by Home Capital, but by a directive formally issued by Ottawa
As new research shows robo-advisors are gaining traction among clients, advisors should find ways to use these tools as well as provide the unique services…
The federal government says it is in line to collect more than $13 billion worth of taxes owing
Chinese companies on the rise
Jean-Guy Desjardins has now assumed the position of president while John Valentini and François Bourdon have been given expanded roles
If advisors charge investors directly, 24% of survey respondents say they would be less likely to use an advisor
Dividend to rise
Emerging financial technology needs oversight, particularly when it comes to protecting customers’ privacy and security
Corporate executives in Canada said that “more could be done” to help explain how the risk is priced
The firm was created late last year following the Front Street Capital and Aston Hill Financial merger
Paul Tyers, Jason Pereira and Mark LeClaire were recognized at the CIFPs annual conference in Ottawa this week
Regulators and industry will discuss how small- and mid-sized investment firms can protect critical client information
Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses research from the 2017 Fidelity retirement survey about the impact of financial plans…
The need for financial planners to focus more on offering holistic financial planning to clients while also building up their knowledge and skills is growing
Combined, Canada’s five biggest banks had $9.67 billion of profits during the quarter
Keith Costello, president and CEO, Canadian Institute of Financial Planners, explains why a one-size-fits-all best interest standard won’t work.
Advisors should be careful about the devices and networks they use to access their critical data, expert warns at CIFPs annual conference
New process will no longer require medical tests for certain applicants and allow advisors to confirm policy approval for almost half of their clients instantly…
Binary options are not problematic, but illegal, offshore firms defrauding investors with binary options trading schemes are, IIAC letter states
Talking to clients with no jargon, acronyms, in a simple style and over text messaging can go a long way, Wealthsimple executive suggests
The Canadian bank is expect to release its Q2 results on Tuesday
Bryce Cross has now won in this competition for the second time in its short three-year history