Three managers discuss the current volatility in the Canadian equity market and how it's affecting their outlook for various sectors and specific companies.
In this week’s Ruta’s Rules, Jim Ruta, insurance industry consultant and managing partner, InforcePRO, gives nine tips on how to perform cold calls, and explains…
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives advisors three main tips about how to get quoted in your local newspaper and…
Financial advisors can learn significant lessons from major airlines about how to treat their top clients. Here are some ways you can offer "frequent flyer"…
Getting exposure to alternative strategies through exchange-traded funds has advantages over other methods
CLHIA releases compliance guidelines as part of its response to recommendations from regulators
Once an estate plan is finalized, it’s critical to ensure the right person – or team of people – is appointed to execute it, especially…
Tom Junkin, senior vice president, personal trust services, Fiduciary Trust Company of Canada discusses the top three issues advisors need to raise when planning for…
When working with blended families, advisors have the difficult task of helping clients ensure their estate plan accounts for their children, stepchildren and spouse —…
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how acting like a business owner can actually damage your…
When clients settle down with new partners, advisors should help them make the appropriate adjustments to their estate plan
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how helping affluent clients discuss the difficult and sensitive issue of estate planning with…
A new method in financial planning that balances eight forms of capital will help you and your clients achieve their life and retirement goals
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