Majority of Canadians nearing retirement lack a financial plan: survey
75% of respondents with a financial plan or investments feel at least somewhat confident in their savings and investments
- By: IE Staff
- October 20, 2011 October 20, 2011
- 14:40
Latest news in Industry News
Scotiabank to buy 51% stake in Colombian bank for $1 billion
Banco Colpatria is Colombia’s fifth-largest financial group
- By: David Paddon
- October 20, 2011 October 20, 2011
- 13:40
Canadian credit unions contributed $37.5 million to communities in 2010
Survey’s release highlights International Credit Union Day
- By: IE Staff
- October 20, 2011 October 20, 2011
- 13:00
Broadridge Canada announces BR Mobile for financial advisors
Manulife Securities worked closely with Broadridge to create and develop the new mobile app
- By: IE Staff
- October 20, 2011 October 20, 2011
- 11:40
UK group to develop “simple” financial products
Simple products have the potential to help many consumers make decisions that will help them save for the first time
- By: James Langton
- October 20, 2011 October 20, 2011
- 09:55
Small business owners selling themselves short to fund retirement: survey
More than half of Canadian small business owners plan to fund their retirement through the sale of their business
- By: IE Staff
- October 20, 2011 October 20, 2011
- 09:50
Financial planning should be regulated as a profession, says List
Securities commissions could potentially fulfill that regulatory role
- By: Megan Harman
- October 20, 2011 October 20, 2011
- 07:25
ICE Futures Canada plans to introduce wheat and barley contracts
New contracts would launch after Canadian Wheat Board monopoly ends
- By: James Langton
- October 19, 2011 October 19, 2011
- 13:55
Advisor titles confusing consumers, planners told
Rather than rules, regulators could establish guidelines to promote clarity
- By: Megan Harman
- October 19, 2011 October 19, 2011
- 12:35
Canada ranks eighth in household wealth: report
World wealth to grow 50% in five years
- By: James Langton
- October 19, 2011 October 19, 2011
- 09:15
Moody’s reviews Sun Life US for possible downgrade
Outlook on Canadian ratings changes to negative
- By: James Langton
- October 19, 2011 October 19, 2011
- 08:30
US not ‘unsympathetic’ to Canadians caught in tax evasion crackdown
IRS likely to show some leniency, ambassador says
- By: The Canadian Press
- October 18, 2011 October 18, 2011
- 15:15
Downturn has majority of Canadians concerned about retirement: survey
Reactions to the recent bear market vary dramatically from one age group to another
- By: IE Staff
- October 18, 2011 October 18, 2011
- 14:20
Mark Maybank resigns from Canaccord
Departing COO played a significant role in the development of the firm
- By: IE Staff
- October 18, 2011 October 18, 2011
- 10:40
G20 ministers agree on new principles to boost financial consumer protection: OECD
Principles form part of a broader initiative by G20 leaders to strengthen trust and confidence in the financial sector
- By: James Langton
- October 18, 2011 October 18, 2011
- 08:50
Kingsway Financial settles divestiture dispute with Pennsylvania regulators
Kingsway takes a renewed minority ownership in the companies under LGIC Holdings LLC
- By: The Canadian Press
- October 18, 2011 October 18, 2011
- 07:15
Hockin says national regulator would be better equipped to deal with crises
Supreme Court is expected to rule on the case later this year
- By: Sunny Freeman
- October 18, 2011 October 18, 2011
- 07:00
CDS moves closer to paperless processing
Beginning Nov. 1, CDS will no longer accept paper cheques for entitlement payments
- By: James Langton
- October 17, 2011 October 17, 2011
- 16:30
Sigma X Canada to begin trading Oct. 24
Goldman Sachs dark pool will offer trading in all equity securities listed on the TSX denominated in Canadian dollars
- By: James Langton
- October 17, 2011 October 17, 2011
- 16:10
Sun Life Financial to report Q3 loss of $621 million
Losses related to substantial declines in both equity markets and interest rate levels
- By: David Paddon
- October 17, 2011 October 17, 2011
- 12:05
Central 1, Credit Union Central Alberta to enter into merger discussions
Centrals to evaluate whether merger would better support larger credit unions
- By: IE Staff
- October 17, 2011 October 17, 2011
- 11:45
Macquarie welcomes veteran advisors to Burlington, Ont. office
Firm recruits advisors from HSBC, Wellington West
- By: Megan Harman
- October 17, 2011 October 17, 2011
- 10:55
FPSC launches Financial Planning Week with new video
FPSC hit the streets and talked to Canadians about money
- By: IE Staff
- October 17, 2011 October 17, 2011
- 09:45
Death, taxes and retirement top concerns for HNW clients: survey
Clients are very concerned about estate planning
- By: IE Staff
- October 17, 2011 October 17, 2011
- 09:23
Fiduciary duty the key selling point for U.S. advisors: report
Investors may increasingly seek out advisors that are required by law to put their clients’ interests first
- By: James Langton
- October 17, 2011 October 17, 2011
- 08:50