In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains the top five ways to motivate your team, based on extensive research from noted…
If CRM2 is to be a game-changer for investors, it must not be diluted by the artful use of spin or information overload
Peter Drake, senior vice president of retirement and economic research at Fidelity Investments Canada, discusses the changing face of retirement and how longer lives and…
Although bond funds can be unpredictable, and generally perform less well than equities, careful selection and an eye on factors such as interest rates and…
There are various strategies that you can employ to ensure that clients' retirement savings last longer - and that they pay less taxes in the…
For many clients, working while collecting government and pension benefits is an appropriate solution to an income shortfall
Longer, more vigorous lives, combined with increasingly unpredictable markets and interest rates, demand flexibility, resourcefulness and expertise from financial planners
While the proposed Ontario Retirement Pension Plan is receiving some nods, critics argue that mandatory contributions may hurt employers
Investing statistics consistently show that continuing to hold equities during the long decades of retirement - with an eye to prudence - is a better…
Make sure clients over the age of 65 take steps to trigger the pension income credit. The often overlooked credit can present tax-planning opportunities
RRSP season can bring on a hectic schedule of client meetings, late nights and other obligations. If you aren’t prepared, you could be left feeling…
There are a plethora of fixed-income ETFs, ranging from index trackers to more specialized products, that offer benefits such as liquidity and low management fees…
The assumption that a retired client should withdraw 4% from his or her portfolio annually is losing credibility among advisors and economists
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
Building Resilient Portfolios for a New Era
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds