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office technology investment

Leveraging technology to serve your clients

Advisors face a host of challenges integrating new tech

man calculates money. piggy bank and business documents on desk

What’s new in investment products

NBI launched international equity funds while CIBC released a fixed-income alt

The company which employing disable people will receive tax deductions benefits.

Businesses coping well with headwinds: StatsCan

Most firms to resist raising prices despite inflation and input cost challenges

angry client meeting

How to prevent client complaints

At FP Canada's annual conference, Bessner outlined red flags to identify and mitigate

Female advisor meeting with male client at hotel lobby

Wealth managers under pressure in 2023: Fitch

Both asset values and client flows could be challenged in year ahead

Alberta projects $12.3B surplus in latest fiscal update

The government set aside $2.8 billion over three years to cover inflation-fighting programs and payouts

Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

Credit unions up their game in wealth management

The state of play of advisory, investment services from co-operatives, credit unions

parliament hill

Federal government posts $1.7-billion surplus for April to September period

Compared to the same period in the previous fiscal year, government revenues were up 18.6%

mergers and acquisitions

Cross-selling opportunities prompt P&C brokerages to buy advisors

Actual assets under management of advisor aren’t always worth purchasing on their own

Couple getting financial advice

Financial advice and the resilient investor

Advisors play an important role in enhancing resiliency

growth in challenging times

Advisor business support growing across Canada’s wealth firms

There's higher demand for advisor coaching and consulting that can't be ignored

Modern office building close up in sunlight

Regulators see threat to stability in shadow banks’ growth

Ties to banks and weak risk management raise concern for Basel Committee

Skyline of the financial district

Head of bankers group raises concerns about surtax

Anthony Ostler also called for more consumer protection in the emerging payments space

House placed on coins Men's hand is planning savings money of coins to buy a home concept concept for property ladder, mortgage and real estate investment. for saving or investment for a house,

Global housing price growth slows: BIS

Despite the recent slowdown, prices are higher than pre-pandemic levels

Investment graphic flattens out

ETF usage plateaus among brokerage advisors

Mutual fund usage among dealer advisors remains high, but fell between 2021 and 2022

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

Advisors must improve how they work with wealthy families

False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant

How to stay the course in tough markets

Diversification, planning and time are an advisor’s best friends when volatility strikes