“Team Canada” moves home
Fidelity also launches exclusive program for the high net-worth
- By: Clare O’Hara
- March 31, 2009 March 31, 2009
- 12:03
Latest news in News
Reshaping the future of global finance
Immediate challenge for G20 countries is to halt downward spiral of industrial output
- By: James Langton
- March 31, 2009 March 31, 2009
- 11:42
Firms look to compliance in cost-cutting efforts
But this is shortsighted as compliance serves a much-needed quality control function, critics charge
- By: Olivia Glauberzon
- March 31, 2009 March 31, 2009
- 11:42
Oversight in a post-crisis world
Principles-based regulation is under fire internationally. Rules are back in
- By: James Langton
- March 31, 2009 March 31, 2009
- 11:42
Xceed, Home Equity intend to become banks
The mortgage firms are looking to become Schedule 1 banks in an effort to gain greater access to funding
- By: Rudy Mezzetta
- March 31, 2009 March 31, 2009
- 11:42
How will you fare if a client sues?
Many clients are angry and upset about recent steep declines in the value of their portfolios and are looking for someone to blame. So, what…
- By: Patricia Chisholm
- March 31, 2009 March 31, 2009
- 11:42
Will SRI be added to know-your-client rule?
Although inclusion in KYC forms would lead to more sales for SRI products, it would present various legitimate considerations
- By: Gavin Adamson
- March 31, 2009 March 31, 2009
- 11:42
Interest in CAIA designation grows
Alternative investment designation gives advisors a better understanding of strategies and how they work
- By: Megan Harman
- March 10, 2009 March 10, 2009
- 10:36
Disappearing like snow in spring
Venture capital investment is declining but would greatly improve with sufficient tax incentives, the industry says
- By: Clare O’Hara
- March 10, 2009 March 10, 2009
- 10:36
Bolstering the banks
Big Six raise money to ride out the storm
- By: Rudy Mezzetta
- March 10, 2009 March 10, 2009
- 10:36
Critics say private pensions review misses the mark
They say the federal government should examine problems at the core of the pension system
- By: Megan Harman
- March 10, 2009 March 10, 2009
- 10:36
Strategic growth is the focus at ScotiaLife
Mark Cummings says the firm’s key to success is its cheap, efficient distribution network
- By: Gavin Adamson
- March 10, 2009 March 10, 2009
- 10:36
Value Partners sees growth in unsettling times
The Winnipeg-based firm is seeing growth in its AUM and is looking to expand its services to two more provinces
- By: Geoff Kirbyson
- March 10, 2009 March 10, 2009
- 10:36
When betting on death goes bad
Two life settlement companies are in court, as creditors and other problems pile up
- By: Gavin Adamson
- March 10, 2009 March 10, 2009
- 10:36
Dealing with complaints
Regulators are overdue for a full response to the concerns of retail investors
- By: James Langton
- March 10, 2009 March 10, 2009
- 10:36
Acquisition opens new territory for dealer
Jennings Capital of Calgary now has a footprint in the Atlantic provinces
- By: Clare O’Hara
- February 25, 2009 February 25, 2009
- 09:22
The future of GAAR
When it comes to the tax system, no one — taxpayers, their advisors and even the Canada Revenue Agency — likes uncertainty. On the other…
- By: Rudy Mezzetta
- February 25, 2009 February 25, 2009
- 09:22
Potential problems may be in the cards for small-cap funds
If a fund’s portfolio is concentrated in illiquid small-cap or micro-cap companies, redemptions could be hard to meet
- By: Jade Hemeon
- February 25, 2009 February 25, 2009
- 09:22
Investors choose to do it themselves
Discount brokerages see a surge in account openings
- By: Megan Harman
- February 25, 2009 February 25, 2009
- 09:22
AGF looking to move past tough times
While concerns about its subsidiary’s lending have battered the share price, CEO Goldring is upbeat
- By: Catherine Harris
- February 25, 2009 February 25, 2009
- 09:22
Bringing pay under control
Closing the pay gap between regulators and the regulated is crucial
- By: James Langton
- February 25, 2009 February 25, 2009
- 09:22
Kingsway to undergo deep restructuring
The aim is to simplify the management structure and introduce synergies and operational efficiencies
- By: Clare O’Hara
- February 25, 2009 February 25, 2009
- 09:22
Waiting for the world to catch up
Canadian banks are strong but still hampered by other countries’ problems
- By: James Langton
- February 25, 2009 February 25, 2009
- 09:22