Franklin Templeton to acquire majority stake in K2 Advisors
Deal bolsters Franklin Templeton’s alternatives strategies business
- By: IE Staff
- September 19, 2012 September 19, 2012
- 09:30
Latest news in Industry News
IIAC seeks views on composition of the Canadian Overnight Repo Rate
Change would ensure CORRA captures as broad a data set as possible
- By: James Langton
- September 18, 2012 September 18, 2012
- 12:55
Scotiabank CEO calls on financial industry to rebuild trust
Industry should focus on customers in the aftermath of the crisis, Waugh says
- By: The Canadian Press
- September 18, 2012 September 18, 2012
- 12:40
Feds propose new rules for mobile payments
Department of Finance seeks fairness for payment industry
- By: James Langton
- September 18, 2012 September 18, 2012
- 09:35
Britain urged to move forward with ban on commissions
Consumer advocate flags concerns that EU legislation could dilute the ban
- By: James Langton
- September 18, 2012 September 18, 2012
- 08:50
Standard Life refocuses on retirement
With interest rates low, firm plans to grow savings and investment side of the business
- By: Megan Harman
- September 17, 2012 September 17, 2012
- 16:05
Credit unions show solid gains in Q2
System assets rise 7% to $145.7 billion
- By: IE Staff
- September 17, 2012 September 17, 2012
- 11:00
Kingsway announces restructuring
Specialty insurer plans to streamline management in two business segments
- By: The Canadian Press
- September 17, 2012 September 17, 2012
- 10:40
Client risk tolerance rarely assessed accurately
Avoid these common mistakes in determining the risk profiles of your clients
- By: Megan Harman
- September 17, 2012 September 17, 2012
- 07:20
New TMX shares to start trading next week
Share swap completed
- By: The Canadian Press
- September 14, 2012 September 14, 2012
- 15:10
Equities critical for investment returns, despite volatility
Advisors must remind skittish clients there are also risks associated with seemingly safe vehicles
- By: Megan Harman
- September 14, 2012 September 14, 2012
- 11:20
Report calls for changes to GST on financial services
Investment merits, not effective tax rates, should govern consumer choices
- By: IE Staff
- September 14, 2012 September 14, 2012
- 10:40
IAFP launches mentorship program
Program aims to help planners achieve the RFP designation
- By: Megan Harman
- September 14, 2012 September 14, 2012
- 09:40
Planners urged to work with accountants
Planners can help identify strategies and tax-planning opportunities that might not otherwise be obvious
- By: Megan Harman
- September 14, 2012 September 14, 2012
- 09:20
EMDA launches continuing education series
CFO program is the first of its kind in Canada for exempt market dealers
- By: IE Staff
- September 13, 2012 September 13, 2012
- 15:15
New Manulife unit eyes HNW clients
Manulife Private Wealth opens first branch
- By: IE Staff
- September 13, 2012 September 13, 2012
- 09:30
CRA urged to reduce misallocated tax payments
Recommendations by Taxpayers’ Ombudsman follow complaints from taxpayers
- By: James Langton
- September 13, 2012 September 13, 2012
- 08:30
CIRI calls for regulation of proxy advisors
Oversight needed to to ensure transparency and quality of shareholder voting
- By: James Langton
- September 12, 2012 September 12, 2012
- 17:30
Street Capital to apply for bank license
Approval would allow mortgage lender to broaden its product line into other forms of consumer lending and related services
- By: IE Staff
- September 12, 2012 September 12, 2012
- 16:00
Pershing comes to Canada
New affiliate to provide U.S. firm’s complete offering to the Canadian investment community
- By: IE Staff
- September 12, 2012 September 12, 2012
- 13:25
CGA Ontario gives $2 million to support financial education
Donation will help schools attract talent, support research, and award students with scholarships
- By: IE Staff
- September 12, 2012 September 12, 2012
- 08:50
OBSI welcomes three new directors
Appointments come in the wake of governance reforms
- By: James Langton
- September 12, 2012 September 12, 2012
- 07:00
Morgan Stanley, Citigroup reach deal on Smith Barney
Firms agree on US$13.5 million valuation
- By: James Langton
- September 11, 2012 September 11, 2012
- 13:30
IIAC to study investor satisfaction, loyalty
Survey conducted with Advisor Impact aims to define drivers of client engagement
- By: James Langton
- September 11, 2012 September 11, 2012
- 12:40
IMF sees little impact from regulatory reform
Banks can adapt without actions that would harm the wider economy
- By: James Langton
- September 11, 2012 September 11, 2012
- 10:00