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Portrait of young business man and woman sitting in cafe and discussing contract. Diverse businesspeople meeting in hotel lobby reading documents.

IFIC proposes advisory titles

Suggested titles include "investment funds advisor" and "securities advisor"

  • By: Staff
  • September 14, 2018 September 14, 2018
  • 16:23
Close-up of payment machine buttons with human hand holding plastic card near by

U.S retail sales see modest rise in August after strong July

Rise was the smallest increase in six months

Online banking businessman using smartphone with credit card Fintech and Blockchain concept

Most self-directed investors don’t use firms’ mobile apps: study

See which firms rate highest for customer satisfaction

  • By: Staff
  • September 14, 2018 September 14, 2018
  • 12:57
calculating numbers for income tax return with glasses pen and calculator

Household debt rose slightly in Q2

The ratio was up from the first quarter but lower than the same period last year

Modern condo buildings with huge windows in Montreal, Canada.

U.S. consumer prices rise 2.7% in August

Despite the monthly gain, annual inflation softened from the 2.9% pace

Craftsman Browsing Laptop Connection Technology Concept

National Bank partners with fintech Thinking Capital to offer small business loans

Small businesses can apply online for a loan and receive an answer in minutes

  • By: Staff
  • September 13, 2018 September 13, 2018
  • 16:27
Individuality

CSA releases DSC ban, trailing commissions proposals

The Ontario government doesn't support the approach

  • By: Katie Keir
  • September 13, 2018 September 13, 2018
  • 15:58
Communication network concept. Multiple exposure.

CSA chooses Kx to create new market analytics platform

Platform will identify potential market abuse

  • By: Staff
  • September 13, 2018 September 13, 2018
  • 15:35
Tax problems business and financial concept as a businessman on a road to success blocked by a brick wall with the word taxes painted on the surface as a metaphor for finance issues as an adversity to growth.

Feds face calls for lower taxes to improve competitiveness

Various reports make the case but the government may prefer targeted measures

Financial stock market graph on technology abstract background

Desjardins partners with fintech Hardbacon to boost online brokerage

Desjardins is the latest company to roll out enhanced options for self-directed trading at a lower cost

Mackenzie, Fiera, FTI make appointments

Positions include chief economist, CFO and CIO for fixed income

  • By: Staff
  • September 12, 2018 September 12, 2018
  • 14:15
Top view of business colleague sitting at table during corporate meeting. Businessman and businesswoman discussing new project while sitting in office lobby.

CIBC’s social bond framework prioritizes gender diversity

Bonds under the framework must meet certain criteria

  • By: Staff
  • September 12, 2018 September 12, 2018
  • 14:13

OSC appoints members to seniors expert advisory committee

Committee's specialized input supports efforts to serve older investors

  • By: Staff
  • September 12, 2018 September 12, 2018
  • 13:51

Despite likelihood of NAFTA deal, BMO head worried about trade

Darryl White doesn't have one specific ask for Bill Morneau

Where rates are headed—and how fast

Achieving a neutral policy rate of 2.5% to 3.5% will be a slow process

‘Zombie’ firms dragging down productivity: Deloitte

About 16% of Canadian public companies fit into the OECD's category, a new study says

IIROC fines branch manager $17,500 for inadequate supervision of DSC fund trading

The advisor involved was fined in 2016

  • By: Staff
  • September 20, 2018 September 20, 2018
  • 15:51

Many clients want to be their own boss

Millennials are especially entrepreneurial

  • By: Staff
  • September 20, 2018 September 20, 2018
  • 13:40

Clients interested in philanthropy? Become an expert

New designation for advisors revolves around gift planning strategies

  • By: Staff
  • September 20, 2018 September 20, 2018
  • 12:31

European investment managers increase use of ETFs, bonds

More than 90% of professional investors were using ETFs this year

  • By: Staff
  • September 20, 2018 September 20, 2018
  • 12:15

TDAM makes changes to ETFs

Underlying indexes, fund names and management fees of certain funds affected

  • By: Staff
  • September 19, 2018 September 19, 2018
  • 14:41

How active is an active fixed income ETF?

Analyzing a fund's human element

  • By: Staff
  • August 22, 2018 September 19, 2018
  • 00:00