In part three of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss…
High-income individuals and their advisors also prefer mutual funds to stocks, seg funds or ETFs
In part two of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss…
Pierre Lortie, senior business advisor, Dentons Canada LLP, says evidence suggests retail investors will resist paying upfront fees for advice, leaving them at risk of…
Bhupinder Anand, managing director, Anand Associates, discusses his perspective on the aftermath of the U.K.’s 2013 Retail Distribution Review, which caused an exodus of investment…
Although the provinces have not moved yet on the effort to see the creation of an SRO for advisors, clients could help tip the scale…
Publicly traded and private real estate offer diversification and stability
The creation of an FSRA in Ontario and the rapid pace of regulatory change occurring on the investment side of the business has big implications…
In part one of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss…
The full effects of the federal Liberals' proposed expansion of the Canada Pension Plan will not be felt for years to come. Both benefits and…
A question frequently asked by clients who face imminent retirement is: “Will my money last?” A proper response from a financial advisor requires examining several…
The newly updated mortality tables mean that the taxable portion of annuity payouts will increase for many clients. However, annuities purchased before the end of…
Some top advisors explain how they are navigating the difficult, sometimes delicate task of persuading older clients to reduce expectations while finding low-risk ways to…
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
Active ownership helps create long-term value for investors.
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…
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
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
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.
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