Hanging on to HNW assets
A large proportion of wealth managers regard intergenerational wealth transfer as an opportunity to win clients
- August 22, 2019 August 22, 2019
- 15:07
Top stories
Industry News
CIBC’s net income rose 2% in Q3
CFO Kevin Glass will be retiring after 10 years with the bank
- August 22, 2019 August 22, 2019
- 13:30
New IIROC rulebook gets CSA stamp of approval
The "plain language" version will replace existing rules on June 1, 2020
- August 22, 2019 August 22, 2019
- 13:18
M&A activity hits record in Q2
Deal volume has now topped 800 for six straight quarters
- By: Staff
- August 23, 2019 August 23, 2019
- 11:25
June retail sales essentially unchanged: StatsCan
Economists on average had expected a decline of 0.1%
- By: The Canadian Press
- August 23, 2019 August 23, 2019
- 10:18
Ensuring pets are taken care of when your client dies
More pet owners are expressing interest in making provisions for their pets
- By: Aleksandra Sagan, The Canadian Press
- August 22, 2019 August 22, 2019
- 11:22
Equitable Bank to launch covered bond program
Firm poised to become first mid-size bank to offer covered bonds
- By: Staff
- August 22, 2019 August 22, 2019
- 13:27
CSA issues guidance for firms that need compliance consultants
The guidance aims to help firms identify and engage appropriate consultants
- By: Staff
- August 22, 2019 August 22, 2019
- 13:44
PlanPlus announces 2019 Global Financial Planning Awards winners
Three Canadians qualified for the Americas competition
- By: Staff
- August 22, 2019 August 22, 2019
- 14:51
How trade tensions are affecting oil stocks
The uncertainty is creeping into demand outlooks
- By: Mark Burgess
- August 20, 2019 August 20, 2019
- 16:00
OTC derivatives reforms on hold
CSA delays implementation of proposed rules amid concern from industry groups
- By: Staff
- August 22, 2019 August 22, 2019
- 13:46
Fed officials divided over July rate cut, minutes reveal
Two officials argued for a half-percentage point cut, while others said there should be no cut at all
- By: Martin Crutsinger, The Associated Press
- August 21, 2019 August 21, 2019
- 15:12
RBC reports net income of $3.3B in Q3
Net income for wealth management increased by 11% year over year
- By: Armina Ligaya, The Canadian Press, Staff
- August 21, 2019 August 21, 2019
- 11:36
56% of CFA candidates passed Level III exam
The number of women writing CFA tests has more than doubled in five years
- By: Staff
- August 21, 2019 August 21, 2019
- 15:51
Annual inflation rate hits 2% in July
Prices increased in all eight major categories
- By: Andy Blatchford, The Canadian Press
- August 21, 2019 August 21, 2019
- 11:16
Can your client disinherit a child?
A court decision in Nova Scotia has implications for estate planning
- By: Keith Masterman
- August 19, 2019 August 19, 2019
- 14:50
Advisor’s Edge launches Prosper, a podcast for financial advisors
The program hosted by Bruce Sellery covers practice management issues
- By: Staff
- August 1, 2019 August 1, 2019
- 16:00
Wealthsimple takes aim at HNW clients with Grayhawk partnership
The firm serving wealthy families will use the Wealthsimple for Advisors platform
RRSP vs. TFSA: a classic apples and oranges comparison
Identifying clients’ goals will clarify the choice
- By: Curtis Davis
- August 12, 2019 August 22, 2019
- 15:00
As population ages, more Canadians find themselves in caregiving role
Many are making sacrifices to juggle their responsibilities with their daily routines
- By: Staff
- August 12, 2019 August 12, 2019
- 12:27
U.S. healthcare options for Canadians
Accessing coverage is complex, but there are solutions
- By: Jonah Ravel
- August 9, 2019 August 9, 2019
- 10:40
