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Tackling the post-pandemic debt load

Bank of Canada launches consultation on government debt strategy

A different frame

HNW clients want guidance on the complex challenges that wealth can bring

Powering up your practice

Referrals are key to boosting your roster of HNW clients

Learning the language of the next generation

The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when…

Stories of Challenge – Kristi Ashcroft

"The value I bring stems from the sum total of all my choices."

Taking the touchpoints out of fund manufacturing

To expedite funds manufacturing and transfer, banks need to free client and fund data from processes

  • By: Broadridge
  • September 7, 2021 September 10, 2021
  • 08:00

Thematic Investing Comes of Age: Why Canadians Should Care

Global X explains what is thematic investing, why it has been on the rise, and how Canadian investors can take advantage of the benefits of…

  • By: Global X
  • August 9, 2021 August 9, 2021
  • 10:09

Fitch boosts Canadian coverage

Credit rating agency adding five senior analysts to it Toronto office

Handling passive-investment rules

Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients

Slideshow: How a firm’s ratings impact advisors’ recommendations

Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage

A win/win proposition

Clients don’t have to give up returns to embrace RI

  • By: Leah Golob
  • January 6, 2020 October 29, 2019
  • 00:01

Making an impact

Once a misunderstood niche area of RI, impact investing is attracting attention and assets

  • By: Katie Keir
  • December 16, 2019 November 18, 2019
  • 00:01

Lifting the veil on RI screening

There is wide variation when it comes to how managers choose RI investments

How can an IFA help balance a client’s cash flow and permanent insurance considerations?

Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses how to give clients the best of both worlds.

How can you help your high-net-worth clients employ debt more strategically?

Victor Stranges, National Leader, Private Banking with Manulife Bank, explains how to foresee borrowing requirements and recommend a convenient way to fill them.

What are the most common questions about the Insured Retirement Program line of credit?

Victor Stranges, National Leader, Private Banking with Manulife Bank, answers common questions you and your clients have about an IRP.