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What to tell your clients about ICOs

Initial coin offerings may promise reward, but they carry high levels of both regulatory and financial risk

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How blockchain could supercharge financial services

Financial services firms are embracing blockchain technology to improve efficiencies, cut costs and reduce risks

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The vast potential of blockchain technology

Blockchain technology has the potential to disrupt many sectors and business models beyond cryptocurrencies such as bitcoin. Here’s what it is and how it works.

Explaining RRSPs and TFSAs is key

Canadians who work with an advisor are much more likely to take advantage of tax-registered plans such as RRSPs and TFSAs

Vibrant growth continues in Ontario

Higher wages could bolster consumer spending, but rising interest rates and stricter mortgage rules pose challenges for the housing market

Booming B.C. faces looming risks

Solid economic growth in B.C. is expected to continue. However, the new NDP government faces challenges

Alberta’s economy is on the mend

A resurgence in oil prices helped Alberta’s economy enjoy a healthy rebound in 2017, and further growth is expected this year

Quebec experiences impressive growth

Manufacturing and construction have been strong economic drivers form Quebec, the growth of which is expected to slow slightly this year

Atlantic Canada slows down

An aging population, declining energy exports and fewer major projects weigh down economic activity in the Atlantic provinces

Healthy growth in the Prairies

Improvements in oil prices and potash production are driving a rebound in Saskatchewan’s economy, while Manitoba stays the course

All eyes on mining in the North

Declines in GDP for the Northwest Territories and Nunavut are anticipated for 2018. The outlook for the Yukon is much brighter

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Expanding your business with centres of influence

Building a strong referral network can be beneficial for all parties involved

  • By: Leah Golob
  • January 31, 2018 February 9, 2018
  • 10:31
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The power of prospecting

Employing both digital and traditional prospecting strategies on a regular basis are crucial to growing your practice

  • By: Leah Golob
  • January 30, 2018 January 30, 2018
  • 10:15

From the editor

Get in the right mindset

Ensure you're aligned with your prospects' expectations and needs - and tell your story in a compelling way

The best of everything

Top clients expect top service 24/7

Rise above the “market noise”

The relentless flow of economic and market news makes it crucial for advisors to rise above the “noise” when managing their clients’ portfolios.

  • December 5, 2017 January 18, 2018
  • 10:00

Active Research Drives Active Management

A strong research process is key to managing risk

  • September 19, 2017 January 20, 2018
  • 14:00

Goals-based Investing: A Different Approach to Managing Risk

Clients need to refocus on the real reasons for investing

  • June 27, 2017 January 20, 2018
  • 13:30

Slideshow: Gauging advisors’ relative productivity

Although productivity is becoming more critical, there are signs that the best-paid sales forces aren’t necessarily the most productive

Slideshow: The top 10 rated firms in this year’s Report Card series

The firms with which advisors are most pleased come from every channel in the Report Card series, but share some key traits

Develop your unique value proposition

Catering to all clients may seem like a good path to growth, but carving out a specialization can be a more effective approach

  • By: Leah Golob
  • January 29, 2018 January 30, 2018
  • 11:35

Strong relationships drive client loyalty

Advisors with Raymond James, DS and IPC received some of the best ratings from their clients, according to new research

Awaiting a decision

After a year of intense debate over a ban on embedded commissions, all eyes are on the CSA