News and resources for Canada's top financial advisors
Industry
Plan aims to reduce the cost, complexity of providing data to retail clients
By James Langton |November 12, 2020
1 min read
Total wealth management assets reached a record level in the quarter
By Staff |November 12, 2020
2 min read
New metrics cover six broad themes including climate action and basic needs
Asset manager will create new entity through a special dividend paid to Class A shareholders
By David Paddon, The Canadian Press |November 12, 2020
Economic Indicators
Insurer has invested more than $600 million in digital initiatives in the last two years
By Tara Deschamps, The Canadian Press |November 12, 2020
The Roosevelt Investment Group, Inc. has US$2.7 billion in assets
By Staff |November 11, 2020
A report sheds light on the reasons women give for avoiding the industry
By Katie Keir |November 10, 2020
The move aims to enhance collaboration across CI’s investment organization
By Staff |November 10, 2020
Low rates, risks and regulation will weigh on earnings and drive higher prices
By James Langton |November 10, 2020
SRO to host online event Nov. 27, second session on Dec. 17
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