Famed investor Eric Sprott has some serious concerns about the way some investors are treating the market, as well as the impact of several government…
Extra attention to discovery and goal setting boosts client retention
For a properly diversified global equity portfolio, Canadian investors need companies in sectors other than financials or energy
In Part 1 of a 12-part series, Ruta's Rules, Jim Ruta, managing partner, LifeAssist Software, takes a comedic look at how business cards are used…
Donna Worthington, Investment Planning Counsel, Edmonton, explains how a one-day event that raised $18,000 for the Canadian Breast Cancer Society, led to increased credibility in…
Pat Chiefalo, director of ETF Research and Strategy at National Bank Financial, discusses portfolio strategy for exchange traded funds and the future of ETF and…
Low volatility ETFs can offer comfort to clients concerned about a stock market correction
Pat Chiefalo, director of ETF research and strategy at National Bank Financial, talks about recent innovations in exchange traded funds, the income side of ETFs,…
Floating rate bond funds and various other fixed-income ETFs can reduce exposure to rising rates
Investors embrace funds with exposure to preferred shares, international equities
Gerard Hass, Raymond James Ltd., in Stony Creek, Ont., describes how his book drew in four new requests for financial plans and a new million…
Three global equities manager share their stock picks
The leading edge of the baby-boomer generation is starting to retire, and that includes many financial advisors. While most senior advisors are in their mid-…
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
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.
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