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Virtual Wallet Smartphone Bitcoins On Printed Circuit Board concept

What to tell your clients about ICOs

Initial coin offerings may promise reward, but they carry high levels of both regulatory and financial risk

Toronto bank towers

How blockchain could supercharge financial services

Financial services firms are embracing blockchain technology to improve efficiencies, cut costs and reduce risks

Blockchain concept over city background

The vast potential of blockchain technology

Blockchain technology has the potential to disrupt many sectors and business models beyond cryptocurrencies such as bitcoin. Here’s what it is and how it works.

Explaining RRSPs and TFSAs is key

Canadians who work with an advisor are much more likely to take advantage of tax-registered plans such as RRSPs and TFSAs

Vibrant growth continues in Ontario

Higher wages could bolster consumer spending, but rising interest rates and stricter mortgage rules pose challenges for the housing market

Booming B.C. faces looming risks

Solid economic growth in B.C. is expected to continue. However, the new NDP government faces challenges

Alberta’s economy is on the mend

A resurgence in oil prices helped Alberta’s economy enjoy a healthy rebound in 2017, and further growth is expected this year

Quebec experiences impressive growth

Manufacturing and construction have been strong economic drivers form Quebec, the growth of which is expected to slow slightly this year

Atlantic Canada slows down

An aging population, declining energy exports and fewer major projects weigh down economic activity in the Atlantic provinces

Healthy growth in the Prairies

Improvements in oil prices and potash production are driving a rebound in Saskatchewan’s economy, while Manitoba stays the course

All eyes on mining in the North

Declines in GDP for the Northwest Territories and Nunavut are anticipated for 2018. The outlook for the Yukon is much brighter

Business People Meeting Discussion in a boardroom concept

Expanding your business with centres of influence

Building a strong referral network can be beneficial for all parties involved

  • By: Leah Golob
  • January 31, 2018 February 9, 2018
  • 10:31
Overhead view of young business men shaking hands

The power of prospecting

Employing both digital and traditional prospecting strategies on a regular basis are crucial to growing your practice

  • By: Leah Golob
  • January 30, 2018 January 30, 2018
  • 10:15
Businesswoman Calculating Expenses on Printed Receipts

Develop your unique value proposition

Catering to all clients may seem like a good path to growth, but carving out a specialization can be a more effective approach

  • By: Leah Golob
  • January 29, 2018 January 30, 2018
  • 11:35

Strong relationships drive client loyalty

Advisors with Raymond James, DS and IPC received some of the best ratings from their clients, according to new research

Awaiting a decision

After a year of intense debate over a ban on embedded commissions, all eyes are on the CSA

The regulatory conundrum

The big issue is the fate of the proposed Co-operative Capital Markets Regulator. But other issues will contribute in making 2018 a confusing year

Innovation, international growth

Canada's Big Six banks seek new ways to embrace technology - including working with fintech firms and incorporating AI into banking services

Fintech firms target expansion

With robo-advisor platforms and similar services here to stay, these firms will magnify their existing offerings and enter new arenas

ETFs and mutual funds to overlap

Both markets are poised to enjoy healthy growth in 2018, but the ETF market is broadening beyond products that mimic key benchmark indices

Expect an insurance shakeup

Although insurance products themselves aren't expected to undergo drastic changes, pricing is likely to shift for some products, and insurers are re-evaluating others

Insurance: Tough times for MGAs

A growing list of compliance responsibilities - including advisor oversight - and a trend toward acquisition by larger firms presents challenges for independent insurance distributors

An eventful year in tax policy

The federal government must find a way to proceed with changes to the tax rules affecting private corporations and respond appropriately to U.S. tax cuts

Focusing on the next generation

Some firms are revamping their strategies and training programs to ensure the next generation of advisors is prepared for a changing marketplace

A major tipping point for RI?

Asset-management companies increasingly are integrating environmental, social and corporate governance factors into the selection and management of investments as investors' interest in responsible investing grows

  • By: Leah Golob
  • January 15, 2018 February 5, 2018
  • 00:09