Making fraud easier to fight
The new Digital Privacy Act includes provisions to give added protection to vulnerable individuals
- By: Fiona Collie
- September 17, 2015 November 9, 2019
- 23:00
Latest news in Special Reports
Managers make their case for active management in a low-yield market
Part two of a fixed-income roundtable
- By: Sonita Horvitch
- September 16, 2015 November 9, 2019
- 11:00
Fund managers ponder the potential impact of a U.S. rate hike
Part one a fixed-income roundtable
- By: Sonita Horvitch
- September 14, 2015 November 9, 2019
- 14:10
Rookies: Create a career-development plan
Think long term and share your goals with others
- By: Leah Golob
- September 11, 2015 November 9, 2019
- 10:31
Four steps to onboarding your new hire
Set goals and meet frequently
- By: Leah Golob
- September 3, 2015 November 9, 2019
- 09:01
Three tips for interviewing prospective staff
Check references and test for skills
- By: Leah Golob
- September 2, 2015 November 9, 2019
- 09:55
Three tips for hiring support staff
The careful approach beats cutting corners to save time
- By: Leah Golob
- September 1, 2015 November 9, 2019
- 11:00
Discipline of a dancer
Coreen Sol offers discretionary portfolio management to her roster of middle-market clients. Running a quartet of managed portfolios enables Sol to serve a large book…
- By: Fiona Collie
- August 23, 2015 November 9, 2019
- 23:00
Mind your manners on social media
Social media offers an excellent way to generate leads — especially if you develop a strong voice that leverages your brand. Engaging your audience is…
- By: Leah Golob
- August 21, 2015 November 17, 2019
- 06:00
New privacy rules bring new risks
The new Digital Privacy Act has important implications for firms
- By: Jim Middlemiss
- August 20, 2015 November 9, 2019
- 23:00
Could robo-advisors boost demand for traditional advice?
New research suggests that combining the scalability of technology with advisor relationships will enable wealth managers to increase their market position
- By: James Langton
- August 18, 2015 November 9, 2019
- 15:11
Four mistakes to avoid at your next conference
Put the phone away and make eye contact
- By: Leah Golob
- August 18, 2015 November 17, 2019
- 09:45
ETF Facts: New disclosure requirement proposed for Canadian ETFs
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…
- By: Rebecca Cowdery
- August 10, 2015 November 9, 2019
- 06:31
The insurance gap: Focus on the middle market
Educating members of the large underinsured segment — not selling — is key
- By: Megan Harman
- July 31, 2015 November 9, 2019
- 10:10
Use life events to close the insurance gap
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…
- By: Chris Karram
- July 30, 2015 November 9, 2019
- 10:45
The insurance gap: A growing opportunity
The middle market is underserved and underinsured
- By: Megan Harman
- July 29, 2015 November 9, 2019
- 10:45
Five common conference-call faux pas
Dial in on time and put all other tasks on hold
- By: Leah Golob
- July 27, 2015 November 17, 2019
- 11:20
Keeping on the sunny side of life
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…
- By: Anne-Marie Vettorel
- July 26, 2015 November 9, 2019
- 23:00
Point of sale: Requirements and exceptions for online and phone sales
In part two of this three-part series, Rebecca Cowdery, partner with Borden Ladner Gervais LLP in Toronto, discusses Fund Facts requirements for mutual fund sales…
- By: Rebecca Cowdery
- July 21, 2015 November 9, 2019
- 15:25
Casual Friday: Three quick tips on email etiquette
Use as much thought as you would in drafting a formal letter
- By: Leah Golob
- July 17, 2015 November 17, 2019
- 10:20
Build point of sale into your practice
Rebecca Cowdery, a partner with Borden Ladner Gervais LLP in Toronto, discusses the mutual fund point of sale (POS) delivery project, and explains how advisors…
- By: Rebecca Cowdery
- July 14, 2015 November 9, 2019
- 15:25
Closing the life insurance coverage gap
Why many Canadians are lacking the protection they need, and how advisors can help
- By: Rick Forchuk
- July 9, 2015 November 9, 2019
- 09:00
CASL and class action risk
Recipients of spam may sue, starting in 2017
- By: Jim Middlemiss
- July 3, 2015 November 9, 2019
- 05:55
CASL Update: Most advisors managing the basics well
But several hot spots may still cause trouble
- By: Jim Middlemiss
- July 2, 2015 November 9, 2019
- 11:15
Ontario launches consultation on financial planning
Expert committee seeks feedback on the definition of financial planning, and how planning differs from advice
- By: James Langton
- July 2, 2015 November 9, 2019
- 10:30