“Engaged” clients more likely to provide referrals: study
Advisors need to define and communicate their value to clients
- By: Megan Harman
- September 30, 2009 September 30, 2009
- 14:01
Latest news in Industry News
Banks’ core earnings strong: DBRS
Loan loss provisions to rise in the near term
- By: James Langton
- September 30, 2009 September 30, 2009
- 13:30
65% of investment managers bullish on Canadian equities: Russell
But a growing number believe Canadian stocks are overvalued
- By: IE Staff
- September 30, 2009 September 30, 2009
- 10:21
Flaherty to speak at funds industry conference
Line-up of speakers includes pollster Allan Gregg and Madoff whistleblower Harry Markpolos
- By: IE Staff
- September 29, 2009 September 29, 2009
- 10:50
RBC expands U.S. wealth management group
Bank to acquire J.P. Morgan’s third party investment advisor servicing business
- By: IE Staff
- September 29, 2009 September 29, 2009
- 10:02
Canadian financial institutions need clarity from accounting standard setters: Ernst & Young
Differing treatment of financial instruments in Canada and the U.S. will put banks in a delicate situation
- By: IE Staff
- September 29, 2009 September 29, 2009
- 09:42
Canaccord announces corporate rebranding
Canaccord Financial name takes effect Dec. 1
- By: IE Staff
- September 29, 2009 September 29, 2009
- 09:23
Wellington West to buy Brownstone Investment Planning
Acquisition deepens financial planning capabilities and broadens network
- By: IE Staff
- September 29, 2009 September 29, 2009
- 09:04
Anti-spam law harmful to fund industry, IFIC says
Proposed legislation would block referrals, hamper recruitment
- By: Megan Harman
- September 28, 2009 September 28, 2009
- 15:21
Correction: Canadian Investment Awards submission deadline extended to Oct. 15
Extension granted to meet industry requests
- By: IE Staff
- September 28, 2009 September 28, 2009
- 13:01
CIBC welcomes China debit cards to Canada
China Unionpay cards now accepted at CIBC ABMs
- By: IE Staff
- September 28, 2009 September 28, 2009
- 10:28
Global Maxfin acquires Canadian unit of Australia’s Professional Investment Holdings
Deal will boost Global’s advisor count to over 250
- By: IE Staff
- September 28, 2009 September 28, 2009
- 09:01
Manulife closes deal to acquire AIC Canadian retail funds
Purchase significantly expands Manulife’s wealth management business
- By: IE Staff
- September 27, 2009 September 27, 2009
- 10:46
Manulife joint-venture expands again in China
Manulife-Sinochem cleared to open new branch in the city of Tianjin
- September 25, 2009 September 25, 2009
- 09:24
CLU Institute rolls out CE accreditation service
Service provides an impartial third-party assessment of CE programs to ensure they meet the needs of advisors
- By: IE Staff
- September 24, 2009 September 24, 2009
- 12:10
Fidelity Investments expands clearing operations with launch of Canadian-based unit
Fidelity Investments expands clearing operations with launch of Canadian-based unit
- By: IE Staff
- September 24, 2009 September 24, 2009
- 10:00
Manulife celebrates 10 years as a public company
Financial services giant plants trees to symbolize future growth
- By: IE Staff
- September 24, 2009 September 24, 2009
- 09:22
Kingsway announces consolidation of its Canadian business
JEVCO to be Kingsway’s marketing brand in Canada
- By: IE Staff
- September 23, 2009 September 23, 2009
- 11:19
AGF profit down sharply in Q3
Market slump drags down revenue
- By: IE Staff
- September 23, 2009 September 23, 2009
- 08:37
Market decline casts long shadow over investors, advisors
With more Canadians turning to self reliance, the cost of advice is under pressure
- By: Megan Harman
- September 22, 2009 September 22, 2009
- 16:45
Investor confidence in advisors remains high, despite volatile markets
Confidence levels with mutual funds stable: survey
- By: Megan Harman
- September 22, 2009 September 22, 2009
- 15:59
Deutsche Bank expands Calgary operations
Four directors join commodities team
- By: James Langton
- September 22, 2009 September 22, 2009
- 14:45
Compliance burden for advisors looming with regulatory reform
UK, U.S. regulators have switched focus from principles to rules
- By: Megan Harman
- September 22, 2009 September 22, 2009
- 12:04