Karen Stewart, CEO and founder, Fairway Divorce Solutions, shares tips on resources for legal and support services for divorcing clients. She recommends advisors take the…
Terry Zavitz, president at Zavitz Insurance Inc. and ex-chairwoman of Advocis, shares her insights after decades of success in the industry. Zavitz shares her tips…
Karen Stewart, president and CEO, Fairway Divorce Solutions, explains how advisors can navigate the emotional, relational and financial aspects of a divorce so that net…
Phil Ackers, associate vice president, TD Waterhouse, describes the main points that advisors need consider when working with women clients. Ackers spoke at the CIFPs…
Lower costs fuelling popularity of exchange-traded funds; Vanguard expects to add to its Canadian ETF lineup before year end
Sylvain Charlebois, Associate Dean, College of Management and Economics, University of Guelph, says agriculture and food production will attract investment over the next two decades,…
Randy Ambrosie, president of Accretive Advisor, talks about the best ways to gather referrals from clients
Now is the time for advisors to articulate what it is that they do for clients and how they deal with risk management and retirement…
Doug Warwick, managing director and portfolio manager, TD Asset Management Inc., uses dividends to increase yield while offering some protection from interest rate risk. He…
David Sykes, vice-president and director with TD Asset Management Inc., asserts that a lengthy period of low economic growth means interest rates will stay lower…
Peter Andersen, founder of Andersen Economic Research Inc., discusses what we’ve learned from previous economic crises and how the United States is facing four or…
Many countries are moving to abolish commissions, and Canadian regulators could do the same
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
