CSI launches new banking certificate
Certificate in Personal Banking provides rookie financial services professionals with a solid foundation in investing, lending and relationship management
- By: Fiona Collie
- June 27, 2013 December 14, 2017
- 12:55
Latest news in Industry News
Inter-generational wealth transfers: Retaining spouses and children
Speakers at IIAC Small and Independent Dealers symposium suggest meeting the family and finding out about the will
- By: Clare O’Hara
- June 27, 2013 December 14, 2017
- 12:15
RBC leads institutional equity trading: Greenwich
Canadian firms fighting for market share as a means of maintaining trading revenues
- By: James Langton
- June 27, 2013 June 27, 2013
- 10:30
Calgary gets back to work
ASC Calgary office reopens; CDS resumes normal operations
- By: James Langton
- June 27, 2013 June 27, 2013
- 08:15
Reforms necessary for shadow banking: BoC
Shadow banking system needs to be more resilient in the event of an economic crisis, says deputy governor
- By: Alexandra Posadzki
- June 26, 2013 June 26, 2013
- 16:35
Diving deep to understand client base
U.S. firm moves small accounts to younger brokers
- By: Clare O’Hara
- June 26, 2013 June 26, 2013
- 15:35
Knight Capital to merge with GETCO
Knight Capital suffered a US$440 million loss last summer due to a software glitch
- By: James Langton
- June 26, 2013 June 26, 2013
- 15:30
Taxpayers have the right to complain
Federal government adds a new right to the Taxpayer Bill of Rights
- By: James Langton
- June 26, 2013 June 26, 2013
- 14:00
Feds unveil new tax disclosure requirements
New disclosure rules for taxpayers with over $100,000 in foreign property to help prevent tax evasion
- By: James Langton
- June 26, 2013 June 26, 2013
- 11:05
Group RESP assets on the rise
The group scholarship plan industry in Canada grew 47% between 2007 and 2012, says the RESPDAC
- By: IE Staff
- June 26, 2013 June 26, 2013
- 10:25
Basel proposes leverage ratio disclosure
The Basel Committee has proposed new regulations that would have banks disclose their leverage ratios in 2015
- By: James Langton
- June 26, 2013 June 26, 2013
- 07:50
Increased regulation having a severe impact on small dealers
This year, there have been a total of 74 rules out for comment vs only 28 in all of 2007 — and the increase in…
- By: Clare O’Hara
- June 25, 2013 June 25, 2013
- 16:45
ITA penalties against tax advisors not criminal
A recent appeal court decision means less protection for advisors
- By: Patricia Chisholm
- June 25, 2013 June 25, 2013
- 14:35
Canadian financial firms to form new stock exchange
Aequitas says it wants to level the playing field for all market participants
- By: Linda Nguyen
- June 25, 2013 June 25, 2013
- 11:20
OAS benefit amounts increase
Maximum benefit will rise to $549.89 per month
- By: IE Staff
- June 25, 2013 June 25, 2013
- 10:20
Toron AMI begins operations
Newly combined firm offers Canadian and global investment management
- By: IE Staff
- June 25, 2013 June 25, 2013
- 09:20
BMO Global Asset Management expands Into Australia
Office will focus on institutional investors
- June 25, 2013 June 25, 2013
- 08:50
Expanded CPP could curb RRSP contributions
Benefits of expansion need to be weighed against the costs, says Fraser Institute report
- By: James Langton
- June 25, 2013 June 25, 2013
- 08:05
Women in Capital Markets expands award program
Applications for Return to Bay Street Award are due June 27
- By: IE Staff
- June 25, 2013 June 25, 2013
- 08:00
GMP Securities supports Alberta flood relief efforts
Investment dealer to donate June 26 trading commissions
- By: IE Staff
- June 24, 2013 June 24, 2013
- 15:50
Understanding debt after death
Most people don’t understand what happens to their debts after their death, leaving their beneficiaries vulnerable
- By: Fiona Collie
- June 24, 2013 June 24, 2013
- 14:15
Ontario eases withdrawals from locked-in retirement funds
Financial hardship unlocking process simplified
- By: James Langton
- June 24, 2013 June 24, 2013
- 13:10
Calgary flood has industry scrambling
Firms and organizations roll out continuity plans
- By: James Langton
- June 24, 2013 June 24, 2013
- 13:00
European Commission approves NYSE takeover
Proposed acquisition by IntercontinentalExchange still subject to SEC approval
- By: James Langton
- June 24, 2013 June 24, 2013
- 10:40
Credential partners with Smarten Up for education support
Firm makes education services a strategic investment
- By: IE Staff
- June 24, 2013 June 24, 2013
- 10:30