In segment two, David Allard, portfolio manager at Bell Allard Wealth Management in Kelowna, B.C., describes five strategies to make clients look forward to their…
Advisors must remind skittish clients there are also risks associated with seemingly safe vehicles
Program aims to help planners achieve the RFP designation
Planners can help identify strategies and tax-planning opportunities that might not otherwise be obvious
In segment two of this 12-part series, Chris Funnell, founder of TermCanada.com, explains how he builds client relationships without ever meeting clients in person. He…
Winning Strategies in 2012 with Dan Richards is back with all new real-life strategies that inspire success. In segment one this series, Clay Gillespie, managing…
In segment one of this 12-part series, Jim Ruta, performance consultant with the Expert Institute, speaks with Chris Funnell, founder of TermCanada.com. Funnell explains how…
Growing compliance costs could push smaller players out of the market
Firms, associations respond to CCIR’s recommended changes to the independent distribution channel
Review reveals that existing LLQP and AMF licensing programs are over 90% similar
The increasing demand for wealth-management support services is being driven by baby-boomer clients who may have a significant amount of assets and greater need for…
Advisors surveyed for this year's Report Card series say advertising and marketing support are important, but the strategies they would like to see their firms…
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