iA Private Wealth secures most former Laurentian advisors, assets
The new iAPW advisors will continue their training and systems conversion this summer
Top stories
TD reports profits down 22% on anti–money laundering hit
Potential impact on bank's growth in U.S. market is a longer-term risk
Exchanges ready for T+1
While there may be an initial spike of failed trades, fail rates improve overall in a shortened settlement cycle
DFSA no longer an approved credential in Ontario
Designation holders have six months to obtain a different credential to use the financial advisor title
Freeland says capital gains proposal will be tabled before summer break
The government says that even if a bill has not yet passed, the change will take effect on June 25
To protect yourself and clients, rethink trusted contacts
Why clients need to name different people as PoA and TCP
- By: Ellen Bessner
Sticky services inflation stymies rate cuts: Fitch
Wages, housing costs stoking price pressures in services
- By: James Langton
Money is the leading stressor for nearly half of Canadians: survey
Grocery prices, general inflation and housing-related costs are the top sources of financial stress
- By: IE Staff
A strategy for assessing insurance suitability
A sneak peek at an upcoming CE course shows three time frames are key to recommendations
FINRA not to blame for firms’ return-to-office plans
SRO says post-pandemic rules facilitate flexible working models
- By: James Langton
Boosting bank competition without sacrificing safety
Open banking, fintech can enhance innovation, DBRS Morningstar says
- By: James Langton
Crypto: Only for alt funds?
Industry pushes back on proposed restrictions on crypto holdings
- By: James Langton
Basic products, advice needed to boost investing: ESMA
European regulators make recommendations for revitalizing capital markets
- By: James Langton
FP Canada introduces 2 new rules
Financial planners now have requirements related to trusted contacts, conflicted roles
HSBC fined for fairness failures
Bank's treatment of customers in financial difficulty sparks sanction from U.K. regulator
- By: James Langton
U.K. inflation falls to 2.3%
Consumer price index shows inflation’s fall to lowest level in nearly three years but still above Bank of England's target
- By: Pan Pylas
Banks to report second-quarter results as credit concerns persist
Latest quarter was fairly tame with encouraging data on the inflation front and still historically low levels of mortgage delinquencies
Help your client address the volatility of equity compensation
Assessing income sources, diversifying are key
What to know when advising Muslim clients
Challenges include product availability, proper portfolio construction
- By: Jonathan Got
- February 1, 2024 February 1, 2024
- 15:36
The slow work of converting social media followers to clients
Committing to a platform and showing your personality can help with prospecting
- By: Mark Burgess
- September 22, 2023 September 22, 2023
- 08:35
Firm hopes to support younger advisors through new practice financing program
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
- By: Melissa Shin
- June 20, 2023 June 20, 2023
- 06:00
The fight over CRM2 was worth $7.6 billion