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TSX falls as energy sector slumps

U.S. markets retreat

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Awareness and usage of multi-factor and ESG smart beta indices are growing

Performance expectations driving institutional investors to apply ESG factors to smart beta strategies

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Dalhousie students win IAFP financial planning competition

This year’s topic was “The Appropriate Use of Social Media in a Financial Planning Practice”

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Canadian CEOs more bullish on their ability to grow their businesses: survey

Business leaders keen to adapt to technological advancements that are disrupting many industries

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Five things to watch for in Canadian business

Banks set to report Q2 earnings

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CRA cracks down on real estate tax avoidance

The agency’s auditors have reviewed more than 30,000 files in Ontario and British Columbia over the past three years, generating $43.7 million in penalties

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Slideshow: How a firm’s ratings impact advisors’ recommendations

Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage

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Talking about ETFs

Tips for teaching clients about these still-evolving funds and what they entail

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CPP Fund posts 11.6% return in fiscal 2018

The main driver of growth was last year’s stock markets surge

More Canadians consider guaranteed life income products desirable

Segregated funds and annuities are two products that can help Canadians reach their goals

Financial literacy isn’t financial wellness for Canadian workers

Stress about retirement is the biggest financial worry among Canadians

The insurtech gap

Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology