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Online insurance sales threaten advisors

As more people buy life and living-benefits insurance online, advisors will have to work harder to prove their value to clients

Provinces hike taxes to reduce deficits

Only four provinces - British Columbia, Saskatchewan, Quebec and Nova Scotia - are expecting to balance their books this year

Aspiring planners test their mettle

Financial planning challenge included eight teams from post-secondary institutions in Ontario and Nova Scotia

Ruling flags risks for tax advisors

A large law firm is facing a class action by taxpayers who allege that they relied on an opinion about a charitable tax shelter

U.K. looks at client behaviour

The FCA plans to use behavioural economics to enhance regulation by understanding the mistakes that clients of financial services make

Aspiring planners test their mettle

Financial planning challenge included eight teams from post-secondary institutions in Ontario and Nova Scotia

Fighting continues over fund fees

Most mutual fund firms want to retain current fee structures, but some are calling for change

Is now the right time to buy gold?

The precious metal marches to a different beat than the markets

IIROC aiming to beef up cybersecurity

Incident of lost account information is forcing IIROC to act

Ruling flags risks for tax advisors

A large law firm is facing a class action by taxpayers who allege that they relied on an opinion about a charitable tax shelter

Feds to review testamentary trusts

Potential change in tax treatment could have big consequences

Returning to the power of small

David Taylor, formerly a star fund manager for Dynamic Funds, is out on his own and already has some major clients. Starting from scratch, Taylor…

Much opposition to “crowdfunding”

The investment industry and investor advocates are on the same side, for once, as both oppose an OSC proposal

Boutique dealers facing big challenges

New data from the IIAC point out that operating costs are hurting smaller firms much more acutely than larger ones

A standout career

John MacNaughton, who spent 31 years with brokerage firm Fry and Co. and its successors, died at his home in Toronto on Feb. 15. He…

  • By: IE Staff
  • March 31, 2013 October 30, 2019
  • 23:00

Fowler confirmed

Edmonton-based Canadian Western Bank – the largest publicly traded Canadian bank headquartered in Western Canada – has appointed Chris Fowler as its president and CEO.…

  • By: IE Staff
  • March 31, 2013 October 30, 2019
  • 23:00

New deputy governor

The Bank of Canada has announced that Lawrence L. Schembri will be its new deputy governor. He will replace Jean Boivin. Canada’s central bank had…

  • By: IE Staff
  • March 31, 2013 October 30, 2019
  • 23:00

More insurers facing up to change

Survey finds that insurance executives know they have work to do to catch up to evolving technology and client expectations

Restoring confidence is key

New principles intend to ensure that investors trust both their advisors and the industry, as that trust is sorely lacking

Dabarno at Manulife

Toronto-based Manulife Financial Corp. has announced that Susan Dabarno has been appointed to its board of directors. The move was effective March 1. Dabarno joins…

  • By: IE Staff
  • March 31, 2013 October 30, 2019
  • 23:00

IFIC study offers surprising facts on fees

When the external fee-for-service charge is taken into account, U.S. fund fees are roughly equal to those of Canadian funds

Experienced execs launch new firm

In only a few months, investment-counselling firm Coerente Capital Management has amassed an impressive $525 million in AUA

Profit survey: Skewed earnings in Q4

Major rebounds for Manulife, Sun Life and Fairfax distort a decent, but not particularly strong quarter

P&W to launch IPO for bank

The move will allow the parent firm to invest in real estate while the bank subsidiary can meet new capital requirements

Money-laundering rules updated

Federal rules designed to catch suspicious transactions have been changed