Site Map for May 2020

Date
Title
May 29, 2020
Crypto-asset miners penalised $250,000 by OSC
May 29, 2020
Institute steps up to help advisors in transition
May 29, 2020
How to rationalize the irrational
May 29, 2020
How Mackenzie's fixed-income team loaded up for a bear market
May 29, 2020
Financial health survey reveals Quebecers on edge from COVID-19
May 29, 2020
ESG bonds coming of age amid COVID-19 pandemic
May 29, 2020
OBSI, IIROC stepping up on consumer representation
May 29, 2020
Is Canada heading into a depression? Here's what the experts think
May 29, 2020
Global investor confidence ticked higher this month
May 29, 2020
LIMRA announces joint research on COVID-19 mortality
May 28, 2020
'Hyper-personalizing' the wealth management experience
May 28, 2020
Why small caps can emerge 'bigger, stronger and more profitable'
May 28, 2020
BC residents in regulator's crosshairs for role in U.S.-based gold fraud
May 28, 2020
OSC bares progress on burden-reduction initiatives
May 28, 2020
What clients can do when life gives them a lockdown
May 28, 2020
Asset owners' ESG appetite on the rise
May 28, 2020
Mackenzie unveils U.S. mid-cap strategy
May 28, 2020
Housing market will recover but it could take two years says CMHC
May 28, 2020
Guess which sector saw a surge in venture capital in Q1 2020?
May 27, 2020
'This time around it's not just about dividend yields'
May 27, 2020
Custodian deal 'another step in evolution' of Purpose Advisor Solutions
May 27, 2020
How practices will change thanks to COVID-19
May 27, 2020
COVID-19 crisis brings good news to opportunistic investors
May 27, 2020
Slate launches COVID-19 real-estate strategy
May 27, 2020
CI Investments unveils new real-asset focused mandates
May 27, 2020
Stock rally belies risk to investors from unbalanced markets
May 27, 2020
Enhanced ownership transparency needed to fight financial crime
May 27, 2020
Poll confirms coronavirus-driven rise in life insurance demand
May 27, 2020
Green Shield Canada announces pharmacogenomics investment
May 26, 2020
3 Big Questions with Grant White
May 26, 2020
'Garbage' private MICs should not blame coronavirus, says PM
May 26, 2020
Ready to help clients 'when we turn the corner on COVID-19'
May 26, 2020
'This is the only forward-looking product in the marketplace'
May 26, 2020
Time to rethink home equity-based retirement plans?
May 26, 2020
Mandeville unveils competitive investment-loan program
May 26, 2020
3 in 4 Canadians want a wealth tax to support recovery
May 26, 2020
Why Shopify shares could soon crash to earth
May 26, 2020
Why COVID-19 crisis will change, not stop, ESG integration
May 26, 2020
Business group fears cost burden from Trudeau's sick pay pledge
May 26, 2020
Growth of open banking is the first step to wider 'open finance'
May 25, 2020
Why aren't advisors building multigenerational practices?
May 25, 2020
COVID-19 tax deadline: 'Get what's yours'
May 25, 2020
Investors could face another decade of income scarcity
May 25, 2020
Why pandemic turbulence makes trust more vital than ever
May 25, 2020
Canadian fund inflows recovered in April
May 25, 2020
Genus Capital blazes Canadian trail with impact scoring system
May 25, 2020
Invesco Canada announces fund-shelf overhaul
May 25, 2020
Alternative asset managers face an uncertain road ahead
May 25, 2020
Institutional investors willing to make the world a better place
May 25, 2020
PartnerRe names president of Canadian life and health business
May 22, 2020
Why the new normal will look a lot like the old one
May 22, 2020
The case for digital client review
May 22, 2020
Interest rates likely to stay low, says Poloz
May 22, 2020
iA Financial Group announces management reshuffle
May 22, 2020
MSCI announces open access to ESG metrics
May 22, 2020
Capital Group Canada extends tiered pricing model
May 22, 2020
Canada is facing a debt delinquency spike warns TransUnion
May 22, 2020
Finance and real estate almost 10% of Canada's 226,700 job losses
May 22, 2020
Canada Life Reinsurance inks major longevity-risk agreement
May 21, 2020
WP Advisor Connect: bringing the industry together
May 21, 2020
WealthBar rebrands as CI Direct Investing
May 21, 2020
'I believe there are only so many things you should automate'
May 21, 2020
Finding new niches in the ETF market
May 21, 2020
How coronavirus could be catalyzing a shift to the new economy
May 21, 2020
Ex-dealing rep banned for life for falsifying qualifications
May 21, 2020
Why EM debt investors have to be picky
May 21, 2020
Rent relief a matter of survival for over half of small businesses
May 21, 2020
IG expands support for SMBs with national program
May 21, 2020
CSA announces new temporary relief due to COVID-19
May 21, 2020
Canadian VC well-placed to withstand "ravages" of COVID-19
May 21, 2020
Canada's carbon policies are good news for domestic investors
May 20, 2020
Canaccord Genuity to be platform provider for Morgan Stanley
May 20, 2020
Why we are unlikely to revisit market lows
May 20, 2020
Eight reasons to revisit your client's financial plan
May 20, 2020
COVID-19 could transform advisor compensation
May 20, 2020
CI shores up liquid-alt shelf
May 20, 2020
Vanguard Canada reaffirms low-cost commitment
May 20, 2020
CMHC warns of taxpayer exposure to home price plunge
May 20, 2020
Ontario cities unite to follow the strategy of canny investors
May 20, 2020
Agent hiring pushing on despite global pandemic
May 20, 2020
Coronavirus claims to have 'modest' impact on life insurers, says Moody's
May 19, 2020
Looking at quality and yield during the COVID-19 crisis
May 19, 2020
Raymond James hires top investment banker
May 19, 2020
How does your practice continue after a major event?
May 19, 2020
Are planners about to get the respect they deserve?
May 19, 2020
Wealth managers' business surged as coronavirus crushed markets
May 19, 2020
Coronavirus crisis puts advisor succession planning in focus
May 19, 2020
Pay pain projected for traditional asset managers
May 19, 2020
Public equity markets will be key to business recovery, says IIAC
May 19, 2020
Watch out for Canadian banks' loan vulnerabilities, investors told
May 19, 2020
Most investors now see the value of ESG within fixed income
May 19, 2020
Lockdown hit hasn't been as bad as expected survey finds
May 15, 2020
Why platform is a unified, real-time step forward
May 15, 2020
A partner in changing times
May 15, 2020
The stabilizing force
May 15, 2020
Fund focuses on rebounders and growth as optimism rises
May 15, 2020
BC court denies former investment advisor's wrongful dismissal claim
May 15, 2020
Changing workplace pensions need new rules, says expert
May 15, 2020
QuadrigaCX users seek $307 million from defunct crypto exchange
May 15, 2020
Private-equity platform forges second international partnership
May 15, 2020
TD says pandemic will leave a "lasting mark" on household finances
May 15, 2020
Could Jeff Bezos be the worlds first trillionaire?
May 15, 2020
Life insurers close some doors amid coronavirus pandemic
May 14, 2020
Where to get income as beleaguered economy reopens
May 14, 2020
'We ensure nothing gets in the way of your right to make money'
May 14, 2020
How technology can strengthen your company's culture during COVID-19 pandemic
May 14, 2020
Planning beyond the COVID-19 crisis
May 14, 2020
Federal rent-relief scheme puts extreme stress on business owners
May 14, 2020
What dividend investors should weigh amid COVID-19 crisis
May 14, 2020
Why reopening the economy requires CERB revamp
May 14, 2020
Nicola Wealth strengthens senior leadership
May 14, 2020
Virus crisis highlights inequality in Canadian business
May 14, 2020
FICO warns that consumers are taking risks with digital accounts
May 14, 2020
A global perspective
May 14, 2020
The need for private equity
May 14, 2020
Top Teams 2020
May 14, 2020
Cryptocurrency pioneer
May 13, 2020
Mortgage giant opens up fund to retail investors
May 13, 2020
COVID-19 means 'con artist and swindler' avoids jail
May 13, 2020
Pre-signed forms continue to lead MFDA cases
May 13, 2020
How much weight does an ESG commitment carry?
May 13, 2020
CI unveils new funds sub-advised by 'Bond King' Gundlach
May 13, 2020
Four Canadian firms blacklisted by $1 trillion wealth fund
May 13, 2020
Will the current crisis accelerate the end of paper money?
May 13, 2020
Canada Life announces enhanced seg-fund shelf
May 13, 2020
Trying to contain COVID-19's mental-health fallout
May 12, 2020
3 Big Questions with Arthur Salzer
May 12, 2020
Canaccord announces 'game-changing' partnership
May 12, 2020
'This isn't the time to be a hero and get greedy with returns'
May 12, 2020
What do Canadians really want from their advisors?
May 12, 2020
Billionaire's wife fears divorce will leave her with nothing
May 12, 2020
Can high-flying Shopify maintain altitude over RBC?
May 12, 2020
IIROC highlights beefed-up powers in 2019
May 12, 2020
Global survey ranks Canadian teens second-best in financial literacy
May 12, 2020
CRA announces COVID-19 relief measures for pension plans
May 12, 2020
Investors are rethinking alternative fund allocations for 2020
May 12, 2020
What is Bitcoin halving and what does it mean for investors?
May 11, 2020
Why gold-backed ETFs 'have created an illusion'
May 11, 2020
Robo-advisor sees record client growth during downturn
May 11, 2020
Guiding business owners through the COVID-19 labyrinth
May 11, 2020
Study affirms advisors are worth more than their fees
May 11, 2020
How should investors weigh investment risk?
May 11, 2020
ATB Financial launches small-business PE fund
May 11, 2020
Are Canadian banks losing the digital transformation battle?
May 11, 2020
Credit unions partner with IBM Canada for payments revolution
May 11, 2020
La Capitale gives COVID-19 coverage for CI planholders
May 08, 2020
Advisor banned for life for failing to co-operate with MFDA
May 08, 2020
Advisors switch to Harbourfront for 'more autonomy'
May 08, 2020
'Silver lining' for investors despite dark clouds ahead
May 08, 2020
Advisor handed $70,000 penalty and five-year ban
May 08, 2020
How have alternatives stood up to the COVID-19 acid test?
May 08, 2020
Canada's coronavirus expenses might not breed higher taxes
May 08, 2020
Do-good funds did better than benchmarks amid selloff
May 08, 2020
Could this be the way to attract younger investors to equities?
May 08, 2020
Now could be a make or break time for client relationships
May 08, 2020
Canadian life insurers post mixed Q1 profits
May 07, 2020
Super trend 7: Living in the long shadow of financial crisis
May 07, 2020
WP and PwC team up for awards showpiece
May 07, 2020
Advocacy group fires broadside at OSC for lack of investor protection
May 07, 2020
'Being sustainable is a natural choice'
May 07, 2020
Did index-fund ownership harm certain stock sectors?
May 07, 2020
Esports company announces private placement on DealSquare
May 07, 2020
CFA Institute reveals client trust touchpoints
May 07, 2020
New Canadian private-debt firm eyes underserved market
May 07, 2020
Sun Life ready to act amid expected takeover opportunities
May 07, 2020
Corporate finances must be clearer in post-pandemic era
May 06, 2020
How wealth advisors can help clients feel secure in their investments
May 06, 2020
Purpose Advisor Solutions partners with wealth management firm
May 06, 2020
Why economic recovery data could result in stock rotation
May 06, 2020
Gold and bullion ETFs get inflow boost in April
May 06, 2020
IIROC urged to take action on clauses
May 06, 2020
Why pessimism on PE firms should be kept in check
May 06, 2020
U.S. investment funds bled in March
May 06, 2020
Fears of credit crunch add to concerns for Canadian real estate
May 06, 2020
Wealthy investors are holding more cash, UBS says they're wrong
May 06, 2020
New seg-fund sales option a win for advisors
May 06, 2020
Blue Cross announces digital mental health program sponsorship
May 05, 2020
Leadership tips from Michael Lee Chin
May 05, 2020
How personal touch paid off in early days of COVID-19 crash
May 05, 2020
Does pandemic have you second guessing investing in your business?
May 05, 2020
Support small businesses facing imminent failure, Ottawa told
May 05, 2020
Three fourths of small-business owners confident of rebound
May 05, 2020
Brompton Funds launches two new dividend ETFs
May 05, 2020
NEI unveils renewed responsible-investment mandates
May 05, 2020
Franklin Templeton rolls out global aggregate bond fund
May 05, 2020
BoC: Challenging market conditions, surge in business loans
May 05, 2020
Former Citi mailroom duo raises $20m to shake-up investor voting
May 04, 2020
The conversation you need to have with retiring clients … now
May 04, 2020
Investing in the power of human spirit
May 04, 2020
Investment firm launches capital markets business
May 04, 2020
Surveys show impact of COVID-19 on businesses
May 04, 2020
Market turmoil forces AI funds to adjust
May 04, 2020
Hamilton ETFs eyes shake-up of fund line-up
May 04, 2020
Desjardins adds to ESG ETF stable
May 04, 2020
Who would want new BoC governor's to-do list?
May 04, 2020
Canadian housing market could suffer for years says report
May 04, 2020
Empire Life rolls out mental health navigator for group plans
May 03, 2020
Exclusive feature: Passing the test
May 01, 2020
Recession, investing, and guiding clients: 3 pieces of advice for wealth advisors
May 01, 2020
Greater than the sum of their parts
May 01, 2020
Easing clients' stress levels vital right now, says advisor
May 01, 2020
Why (and how) I'm spending hours a day on LinkedIn
May 01, 2020
Commercial property investment risk spiked in Q1 2020
May 01, 2020
What earnings calls might tell investors about coronavirus impact
May 01, 2020
Gold-backed ETF inflows surge in Q1
May 01, 2020
New projection guidelines for financial planners released
May 01, 2020
Poloz: Economy is fit and healthy enough to shake COVID-19
May 01, 2020
Millennials face the biggest financial hit from the pandemic
May 01, 2020
Green Shield Canada strikes digital pharmacy partnership