Just because a client stays with you doesn’t mean your relationship with them is stable. Retention quality matters ...

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 ...

Welcome to Advisor to Go, brought to you by CIBC Global Asset Management, a podcast bringing advisors the latest financial insights and developments from our subject-matter experts themselves. Daniel ...

The group wants the small-business tax rate reduced to 6% from 9% and the small-business income threshold increased to $700,000 from $500,000. The threshold determines how much taxable income a small ...

Finance Minister François-Philippe Champagne says the federal budget he will table later this week is about “changing Canada’s growth model.” Champagne spoke at the Canadian Club Toronto over ...

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

As part of the Canadian Investment Regulatory Organization’s (CIRO) proposal to beef up complaint-handling standards, the ...

Canada’s main stock index fell more than 600 points Friday as markets worry the frenzy around tech stocks has sent prices too ...

“A lot of advisors … focus on just delivering a great experience, and then they get some referrals, and say the reason I got ...

Canada and the European Union officially launched an “alliance for the future” on Friday and pledged to spend the next eight ...