Get ready for a whole new world of advising. With life expectancies now commonly stretching well into the 90s, financial advisors need to update their…
Many boomers are reluctant to stop working. Increasingly, fewer have to
More and more boomer clients are vowing to avoid the traditional decision to downsize out of their longtime home
Regulators are reporting a large number of complaints involving seniors’ accounts. Following a recent meeting on the issue, they are developing new guidance for advisors
In part seven of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, asserts that gimmick-based life insurance selling can harm your sales and practice.…
Part one of three-part discussion with three equity-income fund managers
Daryl Diamond, retirement income planner, Diamond Retirement Ltd., explains that retirement income planning — managing income streams during de-accumulation in a proper and tax-efficient way…
Don’t over-emphasize your quest for new business
David Di Paulo, securities litigation partner, Borden Ladner Gervais, discusses two major regulatory concerns facing advisors. He discusses the impact of current legislative changes regarding…
Learn details of clients’ lives to get inspiration for gifts that will be enjoyed
The new emphasis on reviews is part of a broader effort by regulators to make rules based on evidence
Dealers and advisors should take steps to ensure they’re operating in compliance with rules governing outside business activities
Cloning your top clients calls for soul searching
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