With low interest rates and high equities valuations posing risks for investors, advisors can help clients find ways of adding some predictability to their portfolios
The firms with which advisors are most pleased come from every channel in the Report Card series, but share some key traits
From TFSA overcontributions to repeated late-filing, Adrienne Woodyard outlines common tax penalties and explains how to apply for penalty relief (Part 4 of 4)
Retirement-focused clients who have an advisor are more optimistic about reaching their financial goals
A strong research process is key to managing risk
Adrienne Woodyard discusses how to avoid the most common tax filing errors and penalties (Part 3 of 4)
From documents to deadlines, from fires to floods, Adrienne Woodyard discusses how to keep tax documentation up to CRA standards (Part 2 of 4)
Adrienne Woodyard explains what puts businesses and individuals at risk of CRA audits, and explains dos and don’ts of managing the audit process (Part 1…
Advisors could reap significant rewards from helping young Canadians build up their financial knowledge
As the financial services sector undergoes profound changes, advisors will need support from their firms to meet the increasing challenges and build strong practices
How advisors rated their firms
Overwhelming backing for “best interest” standard
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
