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CI acquires global fund expertise

By purchasing Hartford Investments, CI receives a stable of mutual funds and some of Canada’s top portfolio managers

Firms turn focus to financial planning

New efforts that promote the virtues of having a financial plan in place could be beneficial for advisors and clients alike

Can arbitration make a comeback?

Proposals aimed at updating the little-used arbitration system for investor complaints has generated controversy

RPAC is looking to link up

The lifestyle retirement planning group was far ahead of its time, but now its survival depends on finding a new dance partner

OSC facing major challenges

Newly appointed chairman Howard Wetston has the tough task of presiding over what are likely to be the regulator’s final years

IIROC updates AML guidelines

Members now have increased duties to monitor for money laundering or terrorist financing activities

  • By: Paul Brent
  • November 1, 2010 May 31, 2019
  • 12:14

Learning pays off

New research suggests there is a tangible payoff to improving financial literacy

Watching for suspicious activity

The account-opening stage is key

  • By: Paul Brent
  • November 1, 2010 May 31, 2019
  • 12:14

Lortie blasts plan for national regulator

Former head of Montreal Exchange says the feds are “misrepresenting the situation”

Rethinking public pension plans

A Senate committee recommends that Canada widen its public savings plans

A new way to gauge market sentiment

The introduction of the Canadian VIX will measure market volatility and may provide new investment options

Rousselle lands at Daystar

As president of Daystar, Ken Rousselle is hoping to boost education for advisors and better integrate the MGA’s branch network

Helping Canadians find ways to save

If you find yourself with clients who are cash-strapped, debt-burdened and unable to save, you certainly have plenty of company.That’s because more than half of…

  • By: Paul Brent
  • November 1, 2010 May 31, 2019
  • 12:14

Retention still a problem for insurers

It’s getting harder for firms that have proprietary career sales forces to retain those agents, says a new report

Competition issues take centre stage

Canada’s competition law landscape is changing, with new offences and merger provisions that require careful review

Scotiabank revamps wealth arm

Canada’s third-largest bank reorganizes into four core businesses

Seven-day retail banking takes hold

Despite the increasing popularity of online banking, retail branches are still seen as vital channels for sales and service

Sun Life taps experience for new funds

New fund family brings together talent from within Sun Life’s network as well as from a number of global partners

How to take money from your business

If you have your own financial advisory shop or have clients who are small-business owners, you might want to rethink how you or your clients…

New group targets Canada’s richest

The establishment of TIGER 21 in Canada will help the wealthy become managers of their assets

Prices on the rise

Low interest rates have forced insurer to hike premiums

Big RRSP campaigns not on the radar

Financial services firms are putting a greater focus on retirement planning as a holistic strategy

U.S. shift will affect Canadians

Estate tax issue could cause quite a few headaches

Are optimistic forecasts misleading feds?

In the past, conservative predictions led to surpluses, but current outlooks may be too rosy

Asset-management firms face big challenges in years ahead

But while the future holds serious threats no firm can ignore, many opportunities exist for agile companies