Industry News

Advisors have new resource to serve philanthropic needs of HNW clients

Equisoft and Canada Gives have created a philanthropy centre to help advisors work with high-net-worth clients on their charitable giving. Philanthropy is expected to become a growing concern for financial advisors as more high-net-worth clients enter the phase of life when they’re making philanthropic bequests. The two organizations developed a gift-giving planning tool for wealthy […]

By Staff |June 5, 2018

1 min read

Natixis reduces fees, consolidates funds

Natixis Investment Managers Canada LP is making several changes to its mutual funds, including reducing fees, and consolidating and closing funds, the firm said on Tuesday. The changes include: Read: Sun Life and Excel merge funds, announce other changes Changes to management fees The management fees for the Series F securities of the following funds […]

By Staff |June 5, 2018

3 min read

Regulators talk tech, with tips for dealers

Compliance departments must evolve beyond KYC and KYP to include “know your data.” That comment came from Gouro Sall Diagne, director of supervision of deposit-taking institutions at the Autorité des marchés financiers (AMF), as she spoke on a panel at IIAC’s Fintech Summit in Toronto last Friday. She and two other regulators discussed how their […]

June 4, 2018

3 min read

Scotiabank secures access to physicians with MD Financial purchase

Scotiabank and the Canadian Medical Association will also collaborate for 10 years

By Staff |June 1, 2018

2 min read