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Building up wealth management at NBF

Charlie Spiring to use skills honed at Wellington West to expand National Bank’s advisor force

Combo coverage

New products roll critical illness, disability insurance and life insurance into one package

MFDA battles

Search for a satisfactory governance model drags on

Mortgage brokers come of age

Once considered the last resort of consumers with shaky credit, mortgage brokers have become the go-to resource for many first-time homebuyers over the past decade.…

Meridian outlines its plans for growth

The credit union hopes that its merger with Desjardins Credit Union will result in more competitive pricing on products

  • By: Olivia Li
  • August 2, 2011 October 30, 2019
  • 09:51

National standards for financial planners

Coalition wants more clarity, protection for clients

Most financial firms show strong gains

The trend toward consolidation continued in Q1, 2011, helping to boost results. Most banks also showed gains in wealth management

SRO merger talk gets new life

IIROC and the MFDA ask their members about getting together

New accounting standards change the game

Changes in accounting standards never attract broad public attention, but the big move this year to the international financial reporting standards by all Canadian publicly…

Update for RHU coming

The registered health underwriter designation is getting a makeover. As of Sept. 1, Toronto-based Advocis will launch a revamped version of the RHU known as…

Do IRCs work?

Some firms benefit from independent review committees, but investors may not get any payoff

Middle class to face tough retirement

Canadian workers earning the average wage can expect to see only 57.3% of that replaced by public pensions in retirement

Investing to weather the coming storms

Dundee Corp.’s Ned Goodman seeks hard assets to cope with the inflation and currency devaluation that he sees on the horizon

Gearing up for a time of change

Terry Campbell, now leading the Canadian Bankers Association, says the banking sector is well positioned to deal with the many challenges it faces, both at…

Bid puts focus on domestic consolidation

New pitch for TMX Group aims to create a trading and clearing powerhouse

Court rules on lapsed life premiums

An insurance company has been ordered to pay death benefits in spite of unpaid premiums at the time of death

Just the facts

Separate fund facts documents must be filed for each fund class or series

Advocates fuel agenda

IAP calls for creation of a statutory fiduciary duty for advisors

MGAs: Seeking clarity

Agent supervision is a key area of concern

Gearing up to work with “fund facts”

Simplified documents must be online and available to clients

Sale of Wellington West a possibility

But the Winnipeg-based brokerage firm’s chairman and CEO says the firm must still be able to control its own destiny

What’s behind the recent M&A surge

The soaring value of mergers and acquisitions for Q1 2011 reflects a market that’s “dramatically different,” says PwC

  • By: Paul Brent
  • April 29, 2011 October 30, 2019
  • 14:21

Fatal flaw in feds’ plan?

Ottawa is opposed by six provincial governments

Richardson GMP/PPI deal expands

New formal alliance will allow Richardson GMP advisors to gain full access to the products and services available through PPI

  • By: Paul Brent
  • April 29, 2011 October 30, 2019
  • 14:21

Firms move ahead on social media

With IIROC guidelines on the use of social media still under consideration, some firms are already drafting policies

  • By: Paul Brent
  • April 29, 2011 October 30, 2019
  • 14:21