Marcia Moffatt, head of BlackRock Canada, explains how full-service advisors can use robo-adviice to help boost assets, broaden their client base, and give better and…
Paul Bourque, president and CEO, Investment Funds Institute of Canada, outlines the industry group’s response to the CSA’s targeted reforms and “best interest” standard. He…
In part two of a six-part series on targeted regulatory reforms, Dan Richards, CEO, Client Insights, speaks with Lynn McGrade, partner at Borden Ladner Gervais…
Several proposed reforms “are either impractical, unenforceable, or would adversely affect investors’ access to advice”
Susan Silma, co-founder, CRM2 Navigator, recommends three things that advisors do before the new CRM2 statements go out to clients in 2017. She spoke at…
Keith McLean, president and chief investment officer, Sphere ETFs, explains how fee transparency builds trust with clients and helps an advisor’s business. He spoke at…
Advisors who cannot show the holistic services they provide may find themselves in a negotiation battle with clients once enhanced reports are delivered in early…
Advisors should get a head start on understanding fee- and performance-related calculations and figure out ways to communicate them to clients, panel urges
Research found that there's lots of room for advisors to grow their business among high net-worth consumers
As the investor protection juggernaut roles on, now is the time to have your say
The third annual CRM2 guide reviews a range of complex issues that have emerged for advisors and their firms
Advisor credentials and titles are set to change, but an agreement on how appears to be a long way off
There are some hidden shoals in the CRm2 regime. regulators offer advice on how to navigate them
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