Allure of HNW clients grows
Holding on to assets will be a major challenge as wealth passes from one generation to another
- By: Jade Hemeon
- May 16, 2012 May 16, 2012
- 13:50
Latest news in Industry News
AIMA Canada publishes new Handbook
Publication profiles Canada’s $30 billion hedge fund industry
- By: IE Staff
- May 16, 2012 May 16, 2012
- 09:40
Raymond James offers boutique feel at Toronto flagship branch
Relaunched branch intended to appeal to entrepreneurial growth-oriented advisors
- By: IE Staff
- May 16, 2012 May 16, 2012
- 09:00
Reference checks and social media; more provinces weigh in
As personal information becomes more and more accessible across the web, governments are stepping in to caution searchers and those who search
- By: Patricia Chisholm
- May 15, 2012 May 15, 2012
- 14:50
CIBC, Rogers to launch mobile payment application
Widespread use is still a few years away, analysts say
- By: The Canadian Press
- May 15, 2012 May 15, 2012
- 13:00
Penfund strengthens investment team
Jeremy Thompson joins as partner
- By: IE Staff
- May 15, 2012 May 15, 2012
- 09:45
Canadian investors more optimistic than American neighbours: survey
Border divides fiscal outlook yet neighbours share home country bias
- By: IE Staff
- May 15, 2012 May 15, 2012
- 08:30
Largest U.S. asset managers likely to be designated systemically important: Moody’s
Asset managers and money market funds designated as SIFIs will see their expenses go up
- By: James Langton
- May 14, 2012 May 14, 2012
- 16:00
Sun Life class action enters unexplored legal territory
Court says procedural rules for a motion for approving a third party funding agreement need to be developed
- By: James Langton
- May 14, 2012 May 14, 2012
- 15:00
Banking industry introduces guidelines for mobile payments
CBA guidelines will serve as a blueprint for how mobile payment capabilities can be offered in the Canadian market
- By: James Langton
- May 14, 2012 May 14, 2012
- 10:00
Staying clear of some common compliance mishaps
Approved person transfers, outside business activities and transferring leverage accounts
- By: Patricia Chisholm
- May 11, 2012 May 11, 2012
- 14:50
G&F Financial to sell general insurance business to The Co-operators
Acquisition boosts builds on insurer’s recent growth in British Columbia
- By: IE Staff
- May 11, 2012 May 11, 2012
- 09:00
JPMorgan Chase discloses US$2 billion trading loss
Losses could “easily get worse”
- By: James Langton
- May 11, 2012 May 11, 2012
- 07:00
OBSI to tweak suitability and loss assessment process
Proposed changes based on industry comments, review of other jurisdictions
- By: James Langton
- May 10, 2012 May 10, 2012
- 16:05
Industrial Alliance earnings fall 3% in Q1
Premiums and deposits down; insurance sales up
- By: The Canadian Press
- May 10, 2012 May 10, 2012
- 14:20
Help women gain confidence with their finances
Women control one-third of all wealth in North America, with this number increasing by 8% annually
- By: IE Staff
- May 10, 2012 May 10, 2012
- 09:20
S&P affirms ratings on CDC Corp.
Rating agency considers Canadian derivatives clearinghouse “core” to TMX Group
- By: James Langton
- May 9, 2012 May 9, 2012
- 15:45
Consumers put the brakes on spending
Evidence of household restraint has economists optimistic about the prospect of a soft landing for housing markets
- By: James Langton
- May 9, 2012 May 9, 2012
- 14:45
BMO Nesbitt Burns celebrates 100th anniversary
Predecessor firm Nesbit Thomson was established in 1912
- By: IE Staff
- May 9, 2012 May 9, 2012
- 14:30
Paper trail your best defence
Suitability issues most common topic of investor complaints investigated by OBSI
- By: Jade Hemeon
- May 9, 2012 May 9, 2012
- 12:00
U.S. derivatives reform rife with uncertainty: Fitch
A critical area that is still being debated is the extraterritorial application of the rules
- By: James Langton
- May 9, 2012 May 9, 2012
- 11:35
CRM roadshow planned for June
Events hosted by IIROC and IIAC will feature panel discussions, round tables and industry representatives
- By: James Langton
- May 9, 2012 May 9, 2012
- 10:50
Canadians take responsibility for retirement planning, but are grappling with uncertainty: poll
Fewer than one-third are confident they will have enough money for a secure retirement
- By: IE Staff
- May 9, 2012 May 9, 2012
- 08:00
CI Financial reports Q1 profit slips
Asset manager cautious about the outlook for 2012
- By: The Canadian Press
- May 8, 2012 May 8, 2012
- 13:00
CFA Institute chief calls on investment profession to mend public trust
Organization unveils 50 ways to restore trust in the investment industry
- By: James Langton
- May 7, 2012 May 7, 2012
- 16:20