Care required at home
With high stock valuations in attractive sectors and commodities in a slump, Canadian investors are treading carefully
- By: Fiona Collie
- January 15, 2015 November 6, 2019
- 00:00
Latest news in Special Reports
China slowing, but still healthy
As the world's second-largest economy assumes a more sustainable rate of growth, fund portfolio managers remain optimistic. The government has chopped lending rates and announced…
- By: Jade Hemeon
- January 15, 2015 November 6, 2019
- 00:00
Competing with online advice
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses “robo-advisors” and analyzes the future impact of online competition on full-service advisors.
- By: Dan Richards
- January 12, 2015 October 30, 2019
- 06:15
2015 economic outlook: Rising rates and the U.S. manufacturing renaissance
Benjamin Tal, deputy chief economist at CIBC World Markets Inc., explains why fear is preventing interest rates from rising, and highlights investment opportunities in the…
- By: Benjamin Tal
- January 6, 2015 October 21, 2019
- 13:55
What declining oil prices mean for Canada
Benjamin Tal, deputy chief economist at CIBC World Markets Inc., crunches the numbers on how the drop in oil prices will affect Canada -- province…
- By: Benjamin Tal
- December 22, 2014 October 21, 2019
- 09:15
Prepare for a fast start in 2015
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why the holiday season is the right time to get…
- By: Jim Ruta
- December 16, 2014 October 30, 2019
- 14:41
Why account minimums threaten your business
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why account minimums may damage your business by diverting millennial clients away from top-tier…
- By: Dan Richards
- December 15, 2014 October 30, 2019
- 08:21
Beat the online competition
Whether you view "robo-advisors" as a big overreach by technology or a boon to efficiency and value, there are strategies you can use to hold…
- By: Dan Richards
- December 15, 2014 November 6, 2019
- 00:00
Bringing the world home to clients
Financial advisor Daniel Roy, a retirement specialist, uses the knowledge gained from his part-time activities in the Armed Forces and related education to keep an…
- By: Tessie Sanci
- December 15, 2014 November 6, 2019
- 00:00
A family approach to philanthropy
Establishing a charitable foundation can allow clients to involve their families in their philanthropic goals, and teach their children a sense of responsibility
- By: Rudy Mezzetta
- December 11, 2014 October 31, 2019
- 15:55
Navigating new rules on estate donations
Clients can benefit from greater tax-planning flexibility under legislation proposed in the 2014 federal budget
- By: Rudy Mezzetta
- December 10, 2014 October 31, 2019
- 16:25
Giving securities for tax savings
When clients donate public securities in kind, rather than giving cash, they can effectively double up on tax benefits
- By: Rudy Mezzetta
- December 9, 2014 October 31, 2019
- 15:35
New CLHIA rules can boost your performance
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, soothes concerns that the new advisor compliance regime from the Canadian…
- By: Jim Ruta
- December 9, 2014 October 30, 2019
- 15:05
The five ‘Cs’ of social media
You don’t have to be an expert to make social media an effective part of your marketing strategy
- By: Tessie Sanci
- December 8, 2014 November 16, 2019
- 10:50
‘Healthspan’ vs lifespan
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that as average life expectancies rise, quality of life, or ‘healthspan’, is becoming a…
- By: Dan Richards
- December 8, 2014 October 30, 2019
- 06:15
Clients aren’t anyone’s property
When an advisor switches firms, it’s the investor’s choice whether to stay or follow. Nothing should interfere with that
- By: Neil Gross
- December 8, 2014 November 10, 2019
- 06:00
Guide to client gifting
Consider an organized strategy and, at the very least, send a card
- By: JoAnne Sommers
- December 5, 2014 November 17, 2019
- 11:41
Global equity roundtable: Part three
What the managers look for when investing without borders
- By: Sonita Horvitch
- December 5, 2014 October 21, 2019
- 11:30
A staff party with pizzazz
Say thanks to your team with fun and gifts
- By: Tessie Sanci
- December 4, 2014 October 30, 2019
- 13:20
Enthusiasm is catching
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why advisor enthusiasm inspires clients and prospects, and attracts new…
- By: Jim Ruta
- December 3, 2014 October 30, 2019
- 13:40
Global equity roundtable: Part two
The managers’ prescriptions for health-care investing
- By: Sonita Horvitch
- December 3, 2014 October 21, 2019
- 12:00
Nine tips for a successful holiday party for clients
The key is to strike the right tone and don’t be promotional
- By: JoAnne Sommers
- December 3, 2014 November 17, 2019
- 11:20
Party etiquette checklist
The holiday season brings more opportunities to commit faux pas
- By: Wendy Cuthbert
- December 2, 2014 November 16, 2019
- 12:10
Global equity roundtable: Part one
It’s tough to find value, managers say
- By: Sonita Horvitch
- December 1, 2014 October 21, 2019
- 16:00
Make your first hour count
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why the first hour on the job drives productivity for the rest of the…
- By: Dan Richards
- December 1, 2014 October 30, 2019
- 12:45