CI Financial reports best June net sales ever
Assets under management slip 2.5%
- By: IE Staff
- July 2, 2008 July 2, 2008
- 13:44
Latest news in Industry News
Industrial Alliance completes deal for Money Concepts and AEGON Dealer Services Canada
Industrial Alliance Insurance and Financial Services Inc. today announced that it has obtained all regulatory authority approvals for the acquisition of National Financial Corp., the…
- By: IE Staff
- July 2, 2008 July 2, 2008
- 10:50
Morgan Stanley to sell half its MSCI shares
Morgan Stanley announced that it plans to sell half of its stake in MSCI Inc.
- By: James Langton
- July 2, 2008 July 2, 2008
- 10:20
Securitization groups launch transparency plan
10 initiatives to enhance transparency
- By: James Langton
- July 2, 2008 July 2, 2008
- 09:10
BIS general manager goes on leave
With plans to leave the Bank for International Settlements in September, Malcolm Knight, is stepping down as general manager immediately.Knight’s resignation is effective as of…
- By: James Langton
- July 2, 2008 July 2, 2008
- 08:40
Excessive credit growth blamed for global economic woes
BIS releases annual report
- By: IE Staff
- June 30, 2008 June 30, 2008
- 10:10
Jovian swings to a loss for fiscal 2008
Difficult markets bite in to revenues during Q4
- By: IE Staff
- June 27, 2008 June 27, 2008
- 09:10
NY Fed completes financing for J.P. Morgan, Bear Stearns deal
The Federal Reserve Bank of New York has completed financing arrangements to facilitate J.P. Morgan Chase & Co.’s acquisition of Bear Stearns Companies Inc.The New…
- By: James Langton
- June 26, 2008 June 26, 2008
- 15:10
Sun Life completes debentures offering
Sun Life Financial Inc. announced today the successful completion of a public offering in Canada of $350 million principal amount of Series 2008-2 subordinated unsecured…
- By: IE Staff
- June 26, 2008 June 26, 2008
- 14:40
Industry associations welcome report of competition panel
Recommendations are realistic and workable, CBA head says
- By: IE Staff
- June 26, 2008 June 26, 2008
- 13:55
MDRT: Switching over to a fee-based practice is a marathon, not a sprint
Welsh advisor recommends a focus on high net worth and corporate clients
- By: Neil Acharya
- June 26, 2008 June 26, 2008
- 11:10
Manulife completes $950 million notes offering
Manulife Financial Corp. reports is has successfully completed its previously announced offering of $950 million of medium term notes in two tranches.The notes were issued…
- By: IE Staff
- June 26, 2008 June 26, 2008
- 09:10
TD Bank to issue medium term notes
The Toronto-Dominion Bank says it intends to issue $650 million of medium term notes.The notes, to be sold through an agency syndicate led by TD…
- By: IE Staff
- June 26, 2008 June 26, 2008
- 07:50
SIFMA praises SEC decision to revisit rule governing the access of foreign brokerage firms to U.S. markets
The U.S. Securities and Exchange Commission has proposed a relaxation of the rule governing the access of foreign brokerage firms to U.S. markets.The Securities Industry…
- By: James Langton
- June 25, 2008 June 25, 2008
- 15:25
Barclays plans US$8.86 billion share issue
Barclays Bank plc is planning to issue £4.5 billion (US$8.86 billion) in new equity, which Fitch Ratings says is reassuring because it provides a greater…
- By: James Langton
- June 25, 2008 June 25, 2008
- 11:55
Everyone benefits from mentoring new advisors, says incoming MDRT president
Rogers outlines goals for 2009
- By: Vera Ovanin
- June 25, 2008 June 25, 2008
- 11:30
AGF profit drops in second quarter
Long-term funds see net redemptions
- By: IE Staff
- June 25, 2008 June 25, 2008
- 09:50
Overall satisfaction with Canadian wealth managers declines amid volatile markets: survey
Edward Jones ranks highest among full-service firms for third straight year
- By: IE Staff
- June 25, 2008 June 25, 2008
- 09:20
Legacy planning prepares families for wealth transfer
Advisors urged to embrace the next step in estate planning
- By: Neil Acharya
- June 24, 2008 June 24, 2008
- 16:30
TD to acquire asset based lending unit of ABN AMRO in Canada
Acquisition to expand TD’s commercial lending
- By: IE Staff
- June 24, 2008 June 24, 2008
- 15:10
Active managers continue to underperform indices during first quarter
Active managers lag their passive counterparts over a one-, three-, and five-year period
- By: IE Staff
- June 24, 2008 June 24, 2008
- 13:25
Advisors must demonstrate innovation and expertise to clients
A financial plan needs a strong life insurance policy at its core, MDRT delegates told
- By: Vera Ovanin
- June 24, 2008 June 24, 2008
- 10:50
CFA Institute launches global code of conduct for pension schemes
Code aimed at helping pension trustees manage their ethical responsibilities
- By: James Langton
- June 24, 2008 June 24, 2008
- 09:55
Consequences, not risks, sell long-term care planning
MDRT delegates encouraged to be proactive when dealing with the prospect of long-term care for their clients
- By: Neil Acharya
- June 24, 2008 June 24, 2008
- 07:50