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Solar system

Tech roundup: IG partners with fintech to offer online estate planning services

Plus, other developments in wealth management tech

Housing start

Ottawa consulting on taxing owners of vacant land

Feds targeting "undeveloped" residentially zoned land to encourage home building

Board room discussion

OSC names former auditor general as head of enforcement

Bonnie Lysyk, along with Josée Turcotte, will support the regulator in delivering its strategic plan

  • By: IE Staff
  • October 8, 2024 October 8, 2024
  • 12:52
people using technology

Former BNN anchor, Global X start financial YouTube channel

"Ticker Take with Jon Erlichman" will target DIY investors

Climate change board

More emissions accountability needed in Toronto’s financial sector: report

The report was produced by the Toronto Climate Observatory

Illustration of two people shaking hands on two upward arrows

Blue Owl bolsters data centres portfolio in US$1B deal

Alternative asset manager set to acquire $10.5B in AUM in deal for IPI Partners

  • By: IE Staff
  • October 7, 2024 October 7, 2024
  • 17:51
Financial stock exchange market display screen board on the street

U.S. securities industry tests backup plans

Industry's major exchanges, infrastructure capable of withstanding an operational crisis: SIFMA

Green and red trading candlesticks on blue display

Mergers and acquisitions to pick up in 2025: KPMG

Tapping private capital will be a key strategy for businesses

a man on a precipice

‘It’s time to look ahead,’ new Advocis CEO says

Kelly Gorman brings triple-threat expertise to association’s finances, focus

Diverse workplace, work for people with different abilities

Letter: Financial literacy is for everyone, but it’s not one-size-fits all

Non-profit sector plays crucial role in building this life skill, writes Mélanie Valcin

Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

Primerica Canada to distribute Canada Life seg funds

The deal will have no impact on existing advisors, insurer says

Rocket ship launching

Wellington-Altus launches subsidiary with sub-advised funds

Independent Advisor Solutions will feature suite of funds from BlackRock

  • By: IE Staff
  • October 2, 2024 October 2, 2024
  • 15:19
AI computer

BMO creates new role: chief AI/data officer

Bank names Kristin Milchanowski to oversee AI, analytics and robotics strategies

blurred lights on stage, drama theatre show background

Two financial planners receive FP Canada’s Fellow distinction

Shawn Brayman, R. Paul Thorne recognized for their "many contributions to the profession"

  • By: IE Staff
  • October 2, 2024 October 2, 2024
  • 11:50

Indigenous-related capital markets activity set to grow, report says

More than $13 billion in project financing is available to Indigenous communities through government programs, Morningstar DBRS says

Client listening to a lawyer or advisor explaining issues

Avoid being sued over KYP shortfalls, expert tells IAFP symposium

Advisors should conduct independent analysis, educate clients, write detailed notes

  • By: Jonathan Got
  • September 30, 2024 September 30, 2024
  • 15:18
Couple getting financial advice

Five ways to provide better advice

Improve client engagement by understanding human behaviour

  • By: Jonathan Got
  • September 30, 2024 September 30, 2024
  • 12:17
Illustration of two people shaking hands on two upward arrows

ATB Financial to acquire Manitoba firm with $5.8B in AUM

BCV Asset Management Inc. to retain Winnipeg headquarters, branding

Businessman touching a screen showing the concept of global networks

Digital tools to help build client relationships

Get ready to move beyond the PDF

  • By: Jonathan Got
  • September 27, 2024 September 30, 2024
  • 14:35
Stock market prices

Fund industry generated nearly $31B from MERs in 2023

In a new report, IFIC breaks down revenues from mutual funds, ETFs

Concept of real estate, mortgage and lease

OSFI easing stress test requirements for uninsured mortgages when switching providers

Policy change comes in response to feedback from industry, Canadians

TD bank. stock photo

TD Bank announces new co-heads of U.S. commercial banking business

Appointments follow multiple executive changes as bank resolves U.S. investigations into anti–money laundering program

National Bank

National Bank receives Competition Bureau clearance for deal to buy CWB

Approval by OSFI, minister of finance still to come

Tearful FTX exec gets two years in prison

Caroline Ellison apologized for role in fraud, testified against CEO Sam Bankman-Fried

Man looking at two financial screens

Tech roundup: Raymond James, Manulife Wealth begin using Conquest Planning

Also, wealth firm in Victoria, B.C., adopts d1g1t

  • By: Jonathan Got
  • September 20, 2024 September 20, 2024
  • 13:59