Rebecca Cowdery, partner at Borden Ladner Gervais and a specialist in the regulation of investment funds, gives practical tips on how to meet the complex…
Finding the “sweet spot” of balancing your goals with a clear plan on how to communicate them is critical
Having such a plan in place effectively lets your audience know when and how they can expect to hear from you
In part three of the 10-part series Ruta's Rules, Jim Ruta, president and head coach, AdvisorCRAFT, gives three tips on successfully using designations in your…
Rebecca Cowdery, partner at Borden Ladner Gervais and a specialist in the regulation of investment funds, discusses industry concerns that CRM 2 (in effect July…
Advisors can provide valuable counter-balance when boomerang children lean on aging parents
Studies show that fewer than 20% of advisors engage their clients in writing -- despite the legal requirement to do so. Jim Ruta, president and…
There are several ways to increase savings for education after RESP limits have been reached
Rebecca Cowdery, partner at Borden Ladner Gervais and a specialist in the regulation of investment funds, explains the impact of the new CRM 2 regulations…
Many clients will appreciate your help navigating the challenges of saving for post-secondary education
Spreadsheets and analytics can help you build a winning book
Speakers at IIAC Small and Independent Dealers symposium suggest meeting the family and finding out about the will
Analytical tools tell you what works, and what doesn’t
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