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BMO promotes Fowler

Toronto-based Bank of Montreal (BMO) has appointed Cameron Fowler as group head for Canadian personal and commercial banking, where he will be accountable for the…

Taking the next step

Becoming the new head of ScotiaMcLeod is the culmination of a lifelong journey for Alex Besharat

What to do if a client launches a lawsuit

Taking the right steps when a client sues can enhance your chances of success - and reduce the stress of litigation

Active managers shine

Portfolio managers did particularly well last year, beating benchmarks solidly, partly due to gold's massive decline

  • By: Paul Brent
  • March 1, 2014 October 30, 2019
  • 00:00

Financial products for all seasons

Assets under management in mutual funds now exceed $1 trillion in 2013, growth outpaced that of ETFs

Russell: ICSA’s new head

Ian Russell, president and CEO of the Toronto-based Investment Industry Association of Canada, is the newly elected chairman of the International Council of Securities Associations…

Mixed reaction to fed’s budget proposal

The elimination of non-resident trusts has generated debate among tax specialists about fairness in Canada's tax system

The best regulatory approach?

Rules proposed in Ontario get thumbs down from groups

Industry ethics: There’s work to do

New surveys from the CFA Institute capture some revealing industry attitudes about conduct

Flexible mandates boost fund results

Smaller, nimble mutual fund families posted solid returns in 2013

Advisors and the art of self-defence

Even perfection may not be enough to save you from an angry client who is threatening litigation. But there are several habits and procedures that…

New ETF player

Chicago-based First Trust, which has seen success with ETFs in the U.S. since 2007, now has brought that expertise to Canada

  • By: Jade Hemeon
  • February 15, 2014 October 30, 2019
  • 00:00

Desjardins ramps up in P&C

The firm will be the second-largest P&C insurer in Canada, thanks to its purchase of State Farm's Canadian operations

Targeting international wealth

RBC and Scotiabank have been successful in building teams of advisors who cater solely to global high net-worth clients

Responsible investing goes to school

New academy offers courses to advisors who want to understand this burgeoning investment discipline

  • By: Jade Hemeon
  • February 15, 2014 October 30, 2019
  • 00:00

Rising demands, more litigation?

With a new "best interests" standard being discussed and more clients willing to complain about losses, advisors need to assess their litigation risks

IIROC puts focus on seniors’ issues

A proposed guidance will address issues of compliance, supervision and other practices when serving senior investors

[The ongoing global economic recovery]

© 2014 Investment Executive. All rights reserved.

  • By: IE Staff
  • January 15, 2014 October 30, 2019
  • 00:00

Global financial-reporting regime coming?

CANADIAN FINANCIAL SERVICES INSTItutions are likely to be dealing with a new global financial information-sharing compliance regime as early as next year, as governments continue…

Initial public offerings rebound in 2013

Real estate investment trusts drove the IPO market to $2.7 billion in 2013, almost double the figure of 2012 but about half of the $5.5…

  • By: Paul Brent
  • January 15, 2014 October 30, 2019
  • 00:00

Share-buyback costs not deductible

Acquiring shares for cancellation can never be to gain income from the business, court says

Left in the cold for legal fees

Former Atlas Cold Storage CEO not allowed deduction for legal fees because they were not to protect income from business

Making LTC insurance more accessible

Slimmed-down long-term care products are designed to appeal to cost-conscious clients

Engineering a turnaround

While Sprott Inc. hopes for a resources rebound, its CEO is taking a proactive approach to reversing the firm's fortunes

  • By: Jade Hemeon
  • January 15, 2014 October 30, 2019
  • 00:00

CSA puts the brakes on major reforms

Despite protestations, Bill Rice, chairman of the CSA, is skeptical about the need for major reforms to retail regulation