As robo-advisors become more popular, a new model - in which human advisors interact with clients while the digital platform manages asset allocation - is…
Although some older clients may be early adopters of new technology, many seniors struggle to grasp the new devices and modes of communication. Here are…
Ellen Bessner and Dan Richards discuss the key takeaways from the OSC's 2015 mystery shop exercise and give tips on handling regulators' upcoming mystery shops…
Martin Thibodeau, Richard Legault, Robert Frances, Louis Allard, Francis Sabourin and Gilles Garon were also honoured at FI’s annual gala event in Montreal
Ellen Bessner and Dan Richards discuss three common advisor shortcuts that can lead to lawsuits in the long term (Part 2 of 8)
Some provinces may face challenges in curbing carbon emissions
Trustworthiness and honesty are issues for the majority of younger demographic
Canada's largest economy is benefiting from public and private spending, but U.S. protectionism may hamper growth
Although the energy sector is struggling and unemployment remains high, rising oil prices should bring some relief to Alberta
While home sales are slowing and growth is likely to ease slightly, the outlook for B.C. remains among the country's brightest
After years of high deficits and stalled employment, a shift to balanced books, more investment and rising exports is boosting the province's fortunes
In a reversal of the recent past, Saskatchewan has been battered by low prices for resources, while Manitoba is posting solid, if not spectacular, gains
Plagued by low prices for resources and difficulty in retaining younger workers, most of Atlantic Canada faces slower GDP growth. But an uptick in wages…
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