Countering succession “double-dipping”
As some brokerages offer fat recruitment bonuses to senior advisors, TD Wealth PIA and others set out to reward loyalty
- By: Clare O’Hara
- November 7, 2014 October 30, 2019
- 00:00
Latest news in News
New tax credit fulfils election promise
With the family tax cut, couples may have the extra funds they need to make investments in their children's future
- By: Rudy Mezzetta
- November 7, 2014 October 30, 2019
- 00:00
TMX wants changes
The operator of Canada's major stock exchanges wants a major overhaul of its trading offerings in the coming year
- By: James Langton
- November 7, 2014 October 30, 2019
- 00:00
Can disclosure be harmful to clients?
New research suggests that disclosure can have unintended consequences and also lead to perverse outcomes
- By: James Langton
- November 7, 2014 October 30, 2019
- 00:00
New VP at Neuberger
Institutional money manager Neuberger Berman Group LLC, based in New York, has announced that Sarah Butcher will fill the newly created position of vice president…
- By: Tessie Sanci
- October 31, 2014 October 30, 2019
- 23:00
New CEO at Fidelity
Abigail Johnson has been named CEO of Boston-based FMR LLC, more commonly known as Fidelity Investments. She is the third CEO for the company, which…
- By: Tessie Sanci
- October 31, 2014 October 30, 2019
- 23:00
Greene joins Manulife
Megan Greene is the new managing director and chief economist for Toronto-based Manulife Asset Management, the global asset- management arm of Manulife Financial Corp. Her…
- By: Tessie Sanci
- October 31, 2014 October 30, 2019
- 23:00
New head at TMX
Toronto-based TMX Group Ltd. has selected Lou Eccleston as its new CEO. Eccleston is set to assume the role on Nov. 3. and will also…
- By: Tessie Sanci
- October 31, 2014 October 30, 2019
- 23:00
Alternative ETFs gaining ground
Getting exposure to alternative strategies through exchange-traded funds has advantages over other methods
- By: Dwarka Lakhan
- October 26, 2014 October 30, 2019
- 23:00
New tool to simplify communications
A centralized platform launching next year aims to provide advisors with a single portal to access all their communications
- By: Clare O’Hara
- October 23, 2014 October 30, 2019
- 23:00
New rules for MGAs
CLHIA releases compliance guidelines as part of its response to recommendations from regulators
- By: Megan Harman
- October 23, 2014 October 30, 2019
- 23:00
Review business and medical deductions
Solid support for deductions and credits remains crucial for winning disputes in the Tax Court of Canada
- By: Patricia Chisholm
- October 23, 2014 October 30, 2019
- 23:00
Tax reform needed, new report says
Reducing the tax burden on business owners can have a positive impact on the economy and on investments
- By: Geoff Kirbyson
- October 23, 2014 October 30, 2019
- 23:00
Compliance officer takes the spotlight
Neal Weston has received the IIAC's Top Under 40 Award for his professionalism and involvement in the industry
- By: Fiona Collie
- October 23, 2014 October 30, 2019
- 23:00
Down markets may lead to complaints
Evidence from the past few years suggests that as markets rise, client complaints drop - and vice versa
- By: James Langton
- October 23, 2014 October 30, 2019
- 23:00
Relief for Americans holding RRSPs
Cross-border tax practitioners are applauding a decision by U.S. tax authorities. Americans in Canada now will receive an automatic tax deferral on the income they…
- By: Rudy Mezzetta
- October 23, 2014 October 30, 2019
- 23:00
Newsmaker: Meeting investors’ needs
Jeff Carney, Mackenzie's new CEO, says experience has taught him that connecting with investors on an emotional level leads to better outcomes for advisors and…
- By: Jade Hemeon
- October 23, 2014 October 30, 2019
- 23:00
Newsmaker: IFIC’s educator
One of the goals of Brian Peters, chairman of IFIC, is to promote financial literacy among Canadians
- By: Jade Hemeon
- October 14, 2014 October 30, 2019
- 23:00
An “investment guy” as president
AGF's appointment of Kevin McCreadie as president and CIO is an indication of where the fund giant's priorities lie
- By: Jade Hemeon
- October 14, 2014 October 30, 2019
- 23:00
Elderly investor has mixed results in lawsuit
Although an appeal court found advisors and their firm had breached KYC rules, the investor could not keep initial gains
- By: donalee Moulton
- October 14, 2014 October 30, 2019
- 23:00
New tool could enhance advisors’ reach
A new publishing tool from Mountain View, Calif.-based LinkedIn Corp. promises to change the way financial advisors communicate with both their existing and prospective clients.…
- By: Clare O’Hara
- October 14, 2014 October 30, 2019
- 23:00
Financial advice good for the economy
Advisors encourage savings, which boost long-term economic growth
- By: Geoff Kirbyson
- October 14, 2014 October 30, 2019
- 23:00
Biometric tech comes to Tangerine
Fingerprints and voice recognition will be available to clients who want additional security for their mobile banking
- By: Danny Bradbury
- October 14, 2014 October 30, 2019
- 23:00
New website on RI launches
Advisors can help engage clients who are interested in RI
- By: Fiona Collie
- October 14, 2014 October 30, 2019
- 23:00