Will new approach usher in unfairness?
Supporters of the Aequitas proposal laud the plan, but those against it say it invites greater fragmentation
- By: James Langton
- October 14, 2013 October 30, 2019
- 23:00
Latest news in News
OSC tries to right the gender imbalance
The regulator aims to fix the troubling lack of women on company boards. But will its policy be bold enough to make a difference?
- By: James Langton
- October 14, 2013 October 30, 2019
- 23:00
Discount brokerages on the rise
Many investors are more satisfied using discount brokerages, study shows overall satisfaction rises for third year straight
- By: Paul Brent
- October 14, 2013 October 30, 2019
- 23:00
Canadians favour mutual funds investments
Investors have as much faith in mutual funds as they do in their homes but are split on how they like to pay their advisors
- By: Jade Hemeon
- October 14, 2013 October 30, 2019
- 23:00
Starting over: Building a new back office
Since David Burnes joined Raymond James in June after leaving NBCN last year, the industry has been watching
- By: Clare O’Hara
- October 14, 2013 October 30, 2019
- 23:00
Change to IFRS causing issues for analysts
A new report says the different treatment of similar items under GAAP and IFRS is impairing the ability to make comparisons
- By: Dwarka Lakhan
- October 14, 2013 October 30, 2019
- 23:00
Desjardins introduces hybrid product
LTC Advance is the first product in Canada to combine the benefits of traditional LTC coverage with life insurance
- By: Megan Harman
- October 14, 2013 October 30, 2019
- 23:00
Top bets are outside North America
Value investor Charles Brandes finds bargains in Japan and the emerging markets
- By: Dwarka Lakhan
- October 14, 2013 October 30, 2019
- 23:00
Much debate on the “hybrid” market
Many aspects of the exchange model being proposed by Aequitas Innovations Inc. are new or different from the way stock exchanges currently operate. Perhaps the…
- By: James Langton
- October 14, 2013 October 30, 2019
- 23:00
The costs of miscues with clients
A couple who retired early, based on advice from insurance advisors they later claimed was flawed, have lost their lawsuit
- By: Jim Middlemiss
- October 14, 2013 October 30, 2019
- 23:00
Survey confirms clients underinsured
Sun Life's annual index finds a large portion of Canadians financially strained by illness. But will advisors respond?
- By: Tessie Sanci
- October 14, 2013 October 30, 2019
- 23:00
Scotiabank targets HNW, mass affluent
Once a laggard in wealth management, Scotiabank has made great strides to close the gap these past few years
- By: Rudy Mezzetta
- October 9, 2013 October 30, 2019
- 13:00
Firms set to comply with dreaded FTT
Canada’s investment dealers have been passing on the cost of France’s financial transaction tax (FTT) to their clients on transactions the firms process involving French…
- By: Rudy Mezzetta
- September 19, 2013 October 30, 2019
- 23:00
Financial services profit survey: Some good signs in Q2
More than half of the companies in the survey reported a profit, with the majority increasing vs the previous year
- By: Catherine Harris
- September 19, 2013 October 30, 2019
- 23:00
Online privacy: Avoiding pitfalls
As complaints and snafus increase, privacy watchdogs are ramping up efforts to protect information. Find out what's new
- By: Susan Yellin
- September 19, 2013 October 30, 2019
- 23:00
More rules for insurance advisors?
While FSCO begins a product suitability review, advisors worry the result will be another layer of regulation
- By: Megan Harman
- September 19, 2013 October 30, 2019
- 23:00
National regulator debate heats up
While there are lots of meetings and new proposals, old divisions still dominate the standoff on the topic
- By: James Langton
- September 19, 2013 October 30, 2019
- 23:00
Making it in a man’s world
When Diane Dupuis first entered the insurance business as a financial advisor with Sun Life Financial (Canada) Inc. 35 years ago, she was the only…
- By: Megan Harman
- September 19, 2013 October 30, 2019
- 23:00
Women’s work? A new paradigm for working mothers
Advisor Jennifer Black is skipping the corporate route and succeeding by developing her own business model
- By: Patricia Chisholm
- September 19, 2013 October 30, 2019
- 23:00
Overtime for advisors?
A class action by advisors against BMO Nesbitt Burns is moving forward - and highlights issues with workplace practices
- By: Fiona Collie
- September 19, 2013 October 30, 2019
- 23:00
Leveraging’s hard lessons
Burned investors win $10-million settlement in Money Concepts class action
- By: Jade Hemeon
- September 19, 2013 October 30, 2019
- 23:00
Looking at the big picture
Joining GCIC was a long-held dream for Myles Zyblock, who has worked on Wall Street and for both banks and independents
- By: Jade Hemeon
- September 19, 2013 October 30, 2019
- 23:00
IPC adds muscle with purchase of IPG
The acquisition will enhance IPC's offerings and broaden its advisory base while creating efficiencies in insurance
- By: Fiona Collie
- September 19, 2013 October 30, 2019
- 23:00
A year of big changes at TD Wealth
A new name, leader and strategy present an "incredible opportunity" to provide a true client-centric approach
- By: Clare O’Hara
- September 19, 2013 October 30, 2019
- 23:00
Insurance product reviews
The CCIR wants to know what insurance products are planned
- By: Megan Harman
- September 19, 2013 October 30, 2019
- 23:00