In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, give pragmatic tips on how to prosper in a world of fee transparency and communicate…
Tim Banks, partner at Dentons LLP and an expert in privacy, data security and consumer protection law, explains how to avoid breaches of Canada's anti-spam…
It’s the personal touch — not the price — that counts
In this week’s Ruta’s Rules, Jim Ruta, insurance industry consultant and managing partner, InforcePRO, explains the importance of a written presentation for life insurance sales.…
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, says CRM2 will have clients increasingly focus on what they pay for the advice they…
The acquisition of Standard Life’s Canadian operations is good for the company, but is it positive for advisors?
Standard Life deal will boost wealth management
In this week’s Ruta’s Rules, Jim Ruta, insurance industry consultant and managing partner, InforcePRO, explains why “fishing” calls no longer work and offers a new…
$4 billion deal deepens insurer’s Quebec presence and expands investment capabilities globally
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how you can dramatically elevate your awareness and understanding of social media in a…
Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss key findings from the 2014 Advisors’ Report Card.
Powered by surging stock markets, advisors see gains in key metrics
Advisors across all channels of the financial services sector are adamant that their firms are providing independence, a positive work environment and stability. Yet, these…
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