In part three of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, explain…
TC Media/Credo survey shows that life insurance is less popular with certain groups
In part two of a three-part series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses…
In part one of a three-part series, “Fresh perspectives on estate planning”, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives…
In part two of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss…
The mutual fund industry trade group’s submission pushes back against some of preliminary recommendations of the Expert Committee
In part one of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss…
Increasing pressure from clients and regulators means advisors will be well served to provide greater disclosure on insurance products and fees sooner rather than later
Advisors and firms should ensure they are implementing the recommended practices involving powers of attorney and senior clients
The chances of clients having a disability, critical illness or need for long-term care, which can have very damaging financial impacts, are higher than most…
What can advisors do to protect themselves against an online attack?
Vickie Townson, founder, midlife coach, Life’s New Chapter Coaching, explains that helping clients know their core values is essential to a fulfilling retirement. She discusses…
The most dangerous threat to your cybersecurity could be your mobile phone. Here’s how you can protect your device
Conrad Toner, founder of True North Retirement Counsel in Peterbrough, Ont., honoured
Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses the top three highlights from the 2016 Fidelity Retirement Survey, which reveal surprising…
Cyberthreats are becoming more devious, and they present a key risk to both your business and your clients. Here’s what advisors need to know
Robert Armstrong, vice president, head of managed solutions, BMO Global Asset Management Inc., discusses three investment strategies for retired clients that provide a smoother return…
Insurance representatives who spoke at the CIFPs conference last week recommend that you need to open with your insurer to get all the possible help…
There’s much to commend in the Ontario government’s Expert Committee’s preliminary recommendations, but also some areas that need to be revisited
Consumer spending and housing market driving U.S. economy
Vetting the buyer of your practice should be a key component of your exit plan
Deciding where to live in retirement is a matter of identifying priorities
Jamie Golombek, managing director, tax & estate planning, CIBC Wealth Strategies, highlights recent U.S. tax developments and their impact on clients who are required to…
Investors should be paying attention mostly to the U.K., the EU and emerging economies for various reasons, expert says
Recent TC Media/Credo consumer survey finds that personal relationships greatly deepen the bonds that form with advisors, including a willingness to provide referrals