A value proposition is a clear statement that explains the value clients get from you, compared to your competitors. It explains why a client should choose your services over the alternatives. If ...

Group including CPPIB, other pension funds, to invest $3.1B for 49.9% stake ...

The 27-nation European Union has been highlighting what it says is an unsustainable trade deficit with China that hit US$1.1 ...

Ex-CEO misled venture investors when raising seed capital for tech startup ...

Firm failed to disclose conflicts, misled clients about liability limits, regulator alleged ...

Wilma Ditchfield has retired from CIBC after nearly 25 years. She has held SVP roles within CIBC Private Wealth and various ...

Manulife has launched an AI assistant that lets advisors search its underwriting handbooks using plain-language queries. The ...

Less synchronized markets and complex macroeconomic dynamics make global diversification and active management even more ...

Regulator will examine how it handled whistleblower who died by suicide ...

Ahead of the launch of open banking, the Bank of Canada is starting consultations on its planned approach to supervising participants. The central bank — which will have responsibility for supervising ...

The operator of a firm that allegedly misled investors in unregistered fund offerings is settling charges from the U.S. Securities and Exchange Commission (SEC).

A U.S. investment advisor allegedly breached his fiduciary duties to clients by buying and holding risky, short-term leveraged and inverse ETFs that were unsuitable for elderly clients’ discretionary ...