Financial services industry – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 20 Dec 2024 20:09:36 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Financial services industry – Investment Executive https://www.investmentexecutive.com 32 32 CPA Canada split from Ontario, Quebec groups becomes official https://www.investmentexecutive.com/news/industry-news/cpa-canada-split-from-ontario-quebec-groups-becomes-official/ Fri, 20 Dec 2024 20:09:36 +0000 https://www.investmentexecutive.com/?p=499093 Affected CPAs will have the option to become members of the national group

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]]> The restart of the deals https://www.investmentexecutive.com/news/industry-news/the-restart-of-the-deals/ Fri, 06 Dec 2024 21:53:55 +0000 https://www.investmentexecutive.com/?p=498147 Canadian wealth management, insurance advisory shops are hot properties as M&A activity ramps up

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]]> Canadian Tire to keep 100% ownership of financial services business after review https://www.investmentexecutive.com/news/industry-news/canadian-tire-to-keep-100-ownership-of-financial-services-business-after-review/ Fri, 06 Dec 2024 15:00:16 +0000 https://www.investmentexecutive.com/?p=498070 The company bought back the 20% stake in the business that was owned by Scotiabank in 2023

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]]> Canaccord says ‘there is no plan’ to sell its U.K. wealth management division https://www.investmentexecutive.com/news/industry-news/canaccord-says-there-is-no-plan-to-sell-its-u-k-wealth-management-division/ Tue, 26 Nov 2024 18:50:19 +0000 https://www.investmentexecutive.com/?p=497450 The company refuted a media report that a sale could be in the works

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]]> It’s official: DFSA credential no longer qualifies for FA title use https://www.investmentexecutive.com/news/industry-news/its-official-dfsa-credential-no-longer-qualifies-for-fa-title-use/ Fri, 22 Nov 2024 17:41:10 +0000 https://www.investmentexecutive.com/?p=497275 RBC still requires the credential in retail branches, FSRA provides date for forthcoming title protection review

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]]> How advisors’ books are evolving across Canada’s financial advice industry https://www.investmentexecutive.com/newspaper_/advisors-report-card/how-advisors-books-are-evolving-across-canadas-financial-advice-industry/ Fri, 15 Nov 2024 14:32:00 +0000 https://www.investmentexecutive.com/?p=495952 While AUM and client household numbers varied across the three channels, there was slight average asset growth

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]]> Canaccord posts $16.9 million profit in Q2 https://www.investmentexecutive.com/news/industry-news/canaccord-posts-16-9-million-profit-in-q2/ Fri, 08 Nov 2024 22:12:49 +0000 https://www.investmentexecutive.com/?p=496400 The firm’s global wealth management business earned $216.5 million

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]]> Proposal to raise reps’ education gets mixed feedback https://www.investmentexecutive.com/newspaper_/news-newspaper/proposal-to-raise-reps-education-gets-mixed-feedback/ Tue, 15 Oct 2024 04:01:00 +0000 https://www.investmentexecutive.com/?p=494113 Industry support is broader for proposed exam-based model

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]]> Canaccord Genuity names former RBC exec Nadine Ahn as deputy CFO https://www.investmentexecutive.com/news/industry-news/canaccord-genuity-names-former-rbc-exec-nadine-ahn-as-deputy-cfo/ Thu, 10 Oct 2024 15:39:05 +0000 https://www.investmentexecutive.com/?p=494392 Ahn was fired from her RBC role in April

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]]> Tangerine to get new president, CEO in November https://www.investmentexecutive.com/news/people/tangerine-to-get-new-president-ceo-in-november/ Wed, 09 Oct 2024 19:32:03 +0000 https://www.investmentexecutive.com/?p=494364 Terri-Lee Weeks will take over from Gillian Riley when she retires Nov. 1

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