Former regulator joins FAIR Canada board
Investor advocacy group seta reform of the client-advisor relationship one of its top priorities
- By: James Langton
- September 24, 2014 September 24, 2014
- 11:00
Latest news in Industry News
Boutique firms still struggling
Investment industry performance improves, but the outlook for smaller firms remains uncertain
- By: James Langton
- September 24, 2014 September 24, 2014
- 09:20
ICE eyes Alberta approval for trade repository
New Canadian trade reporting requirements are scheduled to take effect on Oct. 31
- By: James Langton
- September 24, 2014 September 24, 2014
- 09:00
Mobile gets the job done
Businesses and employees relying more on mobile technology for work: survey
- By: The Canadian Press
- September 24, 2014 September 24, 2014
- 08:35
U.S. proxy voting system too complex: report
STA report calls for reforms to make voting more accurate and transparent
- By: James Langton
- September 23, 2014 September 23, 2014
- 12:45
A.M. Best reconfirms SSQ credit ratings
Outlook stable
- By: IE Staff
- September 23, 2014 September 23, 2014
- 09:45
UK group calls for whistleblower support fund
New campaign calls on the financial industry to adopt policies that facilitate speaking up
- By: James Langton
- September 23, 2014 September 23, 2014
- 09:30
Satisfaction with discount brokers grows
Highly satisfied investors frequently use tools and seminars offered by the firms
- By: Fiona Collie
- September 22, 2014 September 22, 2014
- 13:45
CIBC becomes a registered observer of Green Bond Principles
CIBC World Markets Inc. said Monday it has become a registered observer of the Green Bond Principles (GBP), a set of voluntary guidelines designed to…
- By: IE Staff
- September 22, 2014 September 22, 2014
- 12:30
RBC GAM becomes RIA sustaining member
Membership provides stable funding base
- By: IE Staff
- September 22, 2014 September 22, 2014
- 10:55
Advisors help increase savings rates
People with financial advisors save more, which improves retirement readiness and increases Canada’s economic potential
- By: IE Staff
- September 22, 2014 September 22, 2014
- 09:15
Littlechild: ‘Co-creation’ is the new ‘engagement’
Advisors must involve clients in all aspects of service delivery
- By: Grant McIntyre
- September 22, 2014 September 22, 2014
- 08:40
Cyber security an ongoing project
Develop a security policy and guard against “human stupidity,” expert tells planners
- By: Grant McIntyre
- September 22, 2014 September 22, 2014
- 06:00
Ottawa aims to strengthen pension framework
Proposals aim to improve disclosure for DC plans and modernize pension investment rules
- By: James Langton
- September 19, 2014 September 19, 2014
- 14:00
CLIEDIS reports progress on eData initiative
The next step is to establish data feeds that provide standardized information on in-force insurance policie
- By: Megan Harman
- September 19, 2014 September 19, 2014
- 07:30
Shareholder activism remains robust
More activist interventions to take place behind closed doors, says report
- By: James Langton
- September 18, 2014 September 18, 2014
- 08:45
Nicola Wealth opens Toronto office
Kostas Andrikopoulos named managing director, Eastern Canada
- By: IE Staff
- September 18, 2014 September 18, 2014
- 07:50
Asset International buys Corporate Insights
The plan is to combine Vancouver's Corporate Insights with Investor Economics
- By: James Langton
- September 18, 2014 September 18, 2014
- 07:30
Think tank to examine ways to improve U.S. retirement security
BPC to review and model potential reforms
- By: James Langton
- September 17, 2014 September 17, 2014
- 14:45
CIBC plans to expand U.S. wealth management division
New CEO Victor Dodig says he’ll be cautious when growing the bank’s business
- By: David Friend
- September 17, 2014 September 17, 2014
- 13:20
Tax preparer gets jail time
CRA investigation found fictitious employment expenses and business losses
- By: James Langton
- September 17, 2014 September 17, 2014
- 10:15
Number of billionaires grows
The combined wealth of the world’s billionaires rises to US$7.3 trillion
- By: James Langton
- September 17, 2014 September 17, 2014
- 08:20
FINTRAC info features in fraud suit
Appeal involving RCMP tests the balance of privacy rights versus the right to information
- By: James Langton
- September 16, 2014 September 16, 2014
- 17:00
Women depend on advice more than men
A recent survey finds that women tend to make more informed decisions and report being more conservative investors than men
- By: Fiona Collie
- September 16, 2014 September 16, 2014
- 07:30
Impact investing necessary to solve social challenges: report
Report identifies priorities for Canadian policy-makers
- By: IE Staff
- September 15, 2014 September 15, 2014
- 10:25