Rick Forchuk, special advisor, distribution practices, Empire Life, cites several studies that show that the Internet is not replacing advisors. He explains that consumers are…
Consider giving gifts at different times of year to ensure the gesture doesn’t get lost during the holiday season rush
Given its complex nature, the majority of consumers need advice when purchasing insurance
Address living benefits as part of an annual review of a client’s overall insurance needs
A meaningful gift can leave a lasting impression and remind clients of you year-round
In part six of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, questions the traditional mission statement, saying there are often long, irrelevant or…
A methodical, step-by-step investigation of the many factors involved in retiring from your business can help you to make this difficult decision. There are several…
In part five of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to deliver your key points with power to give compelling…
Regulators have begun taking steps to level out the requirements across the financial services industry
Choice and access to financial products, services and advice will diminish if compliance costs are not reined in, says Advocis CEO
Kenneth Dick, portfolio manager & branch manager at Canaccord Genuity Wealth Management, gives tips from the field on how advisors can establish stronger relationships with…
Make sure they understand their responsibilities — and yours
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