Industry News

Half of Canadians say they’re falling behind on retirement savings: survey

October 22, 2024 Jonathan Got
Older couple reviews a contract with a lawyer or financial advisor

CG Wealth Management hits $40B asset threshold, sets sights on doubling that

October 22, 2024 Michelle Schriver
increase

Clients like CRM2 statements but fees still a little fuzzy: survey

October 22, 2024 Jonathan Got
financial statement

With inflation below target, BoC expected to deliver supersized rate cut

October 21, 2024 Nojoud Al Mallees, Canadian Press
Bank of Canada note

Harbourfront Group acquires Rothenberg Wealth Management

October 18, 2024 IE Staff
Illustration of two people shaking hands on two upward arrows

Tech roundup: BMO Insurance now using Microsoft AI in field underwriting

October 18, 2024 Jonathan Got
AI brain

Trudeau to shuffle his cabinet as four more ministers won’t run in next election

October 17, 2024 Laura Osman, The Canadian Press
House of commons

Canada’s first majority-Indigenous investment dealer to launch

October 16, 2024 James Langton
Investment pool

Younger investors less loyal, less trusting of advisors

October 16, 2024 Jonathan Got
Young student taking notes while e-learning on laptop

Total TFSA contribution room to rise above $100K in 2025

October 15, 2024 Rudy Mezzetta
Piggy bank on calculator

Massive U.S. fine against TD Bank highlights relatively modest penalties in Canada

October 15, 2024 The Canadian Press
Canadian flags in business district

How wealth management firms are attracting advisors

October 11, 2024 Noushin Ziafati
Concept of a social network