New research suggests that combining the scalability of technology with advisor relationships will enable wealth managers to increase their market position
Put the phone away and make eye contact
In part three of this three-part series, Rebecca Cowdery, partner with Borden Ladner Gervais LLP in Toronto, explains proposed amendments that would require exchange-traded funds…
Educating members of the large underinsured segment — not selling — is key
Chris Karram, co-CEO and financial advisor with Safebridge Financial Group, discusses how to identify clients who may be underinsured and gives tips on using key…
The middle market is underserved and underinsured
Dial in on time and put all other tasks on hold
When Peter Letkeman, formerly a professor of chemistry at Brandon University, lost his sight, he remained positive. He took steps to become a financial advisor…
Investments gain greater importance
As MGAs excel in providing training, dedicated agencies are falling woefully behind
Firms excel at having a rich variety of products and providing advisors with freedom to choose products that suit clients best
Advisors prefer direct managers whom they consider to be partners and do what's necessary to help
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