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Purpose/LOGiQ deal a “good fit”

LOGiQ's exit from the retail business is a result of its inability to become competitive by building scale

Sun Life’s emerging-markets play

The insurance giant's purchase of Excel Funds represents an "entryway" to the emerging markets asset class

  • By: Jade Hemeon
  • September 21, 2017 October 31, 2019
  • 23:55

Debate on trailer fees heats up

After decades of inaction, the CSA finally may be deciding whether to ban these commissions

Proposed derivatives rules criticized

Industry groups state the CSA's efforts to tighten conduct rules for derivatives dealers duplicate existing regulations

Advisors boost client confidence

Retirement-focused clients who have an advisor are more optimistic about reaching their financial goals

Sprott offshoot forging its own path

SPR is in the process of developing a new corporate name and product lineup, and hiring new portfolio managers

  • By: Jade Hemeon
  • September 21, 2017 October 31, 2019
  • 23:55

Digitizing the insurance process

Moving the insurance industry from paper to digitized systems has been a long and challenging campaign

CI makes strategic tech acquisition

The firm anticipates the purchase of BBS Securities will help build out CI's technology platforms across various business channels

Corporate bonds face big liquidity issues

Trading corporate bonds is becoming tougher as banks back away from trading non-government debt. If "sell" sentiment rises rapidly for this type of debt, could…

Newsmaker: Adding variety — and relationships

With new president and CEO Duane Green at the helm, Franklin Templeton is embarking on a period of change, looking to diversify its product offerings…

  • By: Jade Hemeon
  • August 24, 2017 October 31, 2019
  • 23:55

Redefining robo-advisor partnerships

Referral arrangements announced in August create new ways for advisors to serve clients' and prospects' needs

The case for helping younger Canadians

Advisors could reap significant rewards from helping young Canadians build up their financial knowledge

Less burden, but less information?

Although firms have long asked for more streamlined rules, there are some requirements many would like to retain

Options in volatile times

Volatility ETNs can be used to help hedge equities

Newsmaker: Bringing the pieces together

Peter Lee says CIBC's combined services for HNW clients are a "cross-pollination" that appeals to this affluent group

Financial literacy boosts loyalty

Canadians with low levels of financial literacy are less comfortable speaking with their financial advisors

Farewell, with thanks

After more than 15 years at Investment Executive (IE) — the last eight as editor-in-chief — I have decided that it’s time to retire. I’ll…

Novel proposals on fees

Industry views diverge widely on the future of embedded fees

Insurance: Buying via digital

Variety of insurance products sold online will grow

Moving to Main St.

Look “under the hood” of alternatives

Profit Survey: Rising GDP helps banks

Most of the banks performed well, including raising their dividends, although Home Capital cast a shadow over the group

Insurance products are popular in Quebec

Survey suggests that Quebec residents tend to be more risk-averse than other Canadians

Robos strike deals with firms

Credential and National Bank have signed agreements to use Nest Wealth’s robo-advisor platform

Providing “white glove” service

Larry Tomei says giving clients the best treatment will help fuel HSBC Bank Canada's growth

Securing client business with insurance

Study shows that Canadians who own insurance products tend to be more loyal to their advisors