Clients expect more from wealth management firms: PwC
To retain assets, wealth management firms will have to offer more services to clients, regardless of age, gender or nationality
- By: Fiona Collie
- July 10, 2013 December 14, 2017
- 15:35
Latest news in Industry News
Casimir Capital expands role as energy specialist
New CEO for Canadian subsidiary
- By: James Langton
- July 10, 2013 December 14, 2017
- 14:30
IIAC announces Hall of Fame inductees
The eight inaugural inductees will be formally inducted into the Hall of Fame at a ceremony in October
- By: Fiona Collie
- July 10, 2013 December 14, 2017
- 14:15
Industry voices concern over derivatives reforms
13 trade associations are calling for a six-month extension of a CFTC exemption
- By: James Langton
- July 10, 2013 December 14, 2017
- 12:15
German banks commit to ethical pay principles
Aim is to eliminate false incentives, make compensation transparent
- By: James Langton
- July 10, 2013 December 14, 2017
- 08:20
Most Canadians are savvy investors: BMO
Study finds 84% of Canadians are confident about managing their investments
- By: Fiona Collie
- July 10, 2013 December 14, 2017
- 05:00
Asset management hits record level
Profits remain 15% below pre-crisis highs
- By: James Langton
- July 9, 2013 December 14, 2017
- 15:30
Matrix provides update on Seamark sale
Toronto-based Matrix Asset Management Inc. (TSX:MTA) said Monday evening it is targeting July 12 as the closing date for the previously announced proposed sale of…
- By: IE Staff
- July 9, 2013 December 14, 2017
- 08:45
Why some advisors might abandon mutual funds
Selling products outside the jurisdiction of securities regulators may seem desirable
- By: Rudy Luukko
- July 8, 2013 December 14, 2017
- 13:00
Fiduciary duty would cost dealers millions: SIFMA
U.S. industry is generally willing to bear costs in order to benefit retail clients, lobby group says
- By: James Langton
- July 8, 2013 December 14, 2017
- 11:35
Credit Suisse hires former Swiss regulator
Urs Zulauf to support bank in tax compliance
- By: James Langton
- July 8, 2013 December 14, 2017
- 08:30
Retail firms see some improvement in Q1: IIAC
Recovery could be short lived given market volatility in recent months, association warns
- By: Fiona Collie
- July 5, 2013 December 14, 2017
- 11:00
Great-West near to closing Irish Life Group deal
The acquisition is expected to be completed on July 10
- By: IE Staff
- July 5, 2013 December 14, 2017
- 10:40
A.M. Best affirms Foresters rating
Outlook is stable
- By: IE Staff
- July 5, 2013 December 14, 2017
- 10:00
Sprott joint venture stalls
Sprott Inc. (TSX: SII) said Thursday the previously announced joint venture with CITICPE Hongkong Mgt. Co. Limited to set up an offshore global resource fund…
- By: IE Staff
- July 4, 2013 December 14, 2017
- 15:40
RRIFs, seg funds and insolvent estates
Section 160 of the Income Tax Act can have draconian consequences
- By: Patricia Chisholm
- July 3, 2013 December 14, 2017
- 13:45
Deal formed without signing agreement, court rules
Court rules insurance broker joined Prolink Network and then violated contract
- By: James Langton
- July 3, 2013 December 14, 2017
- 13:20
PlanPlus Global Financial Planning Awards open for submissions
Submissions due July 31
- By: IE Staff
- July 3, 2013 December 14, 2017
- 10:30
Ernst & Young adopts EY brand
Mark Weinberger becomes EY Global Chairman and CEO
- By: IE Staff
- July 3, 2013 December 14, 2017
- 09:20
Canadian pension plan solvency improves in Q2: Mercer
Rising interest rates boost returns
- By: IE Staff
- July 2, 2013 December 14, 2017
- 13:05
Western, Coast Capital complete sale of insurance unit
Coast Capital Insurance Services will continue to operate under the CCIS name for at least two years
- By: IE Staff
- July 2, 2013 December 14, 2017
- 12:40
Peak launches private wealth division
Firm enhances its offering with the addition of portfolio managers
- By: IE Staff
- July 2, 2013 December 14, 2017
- 09:25
Schulich launches Regulatory Affairs stream
New Master of Finance specialization designed in partnership with the Toronto Centre
- By: IE Staff
- July 2, 2013 December 14, 2017
- 09:15
Sun Life continues CFL sponsorship
This past year, three former CFL players became Sun Life advisors
- By: IE Staff
- June 28, 2013 December 14, 2017
- 10:00