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
- By: Rudy Mezzetta
- January 15, 2018 November 9, 2019
- 00:19
Latest news in Special Reports
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
- By: James Langton
- January 15, 2018 November 9, 2019
- 00:17
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
- By: Rudy Mezzetta
- January 15, 2018 November 9, 2019
- 00:16
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
- By: Fiona Collie
- January 15, 2018 November 9, 2019
- 00:15
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
- By: Jade Hemeon
- January 15, 2018 November 9, 2019
- 00:14
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
- By: Megan Harman
- January 15, 2018 November 9, 2019
- 00:13
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
- By: Megan Harman
- January 15, 2018 November 9, 2019
- 00:12
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
- By: Rudy Mezzetta
- January 15, 2018 November 9, 2019
- 00:11
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
- By: Fiona Collie
- January 15, 2018 November 9, 2019
- 00:10
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 November 9, 2019
- 00:09
CRM2 disclosure is having an impact
CRM2 has raised investors' awareness regarding how much they pay for advice and how financial advisors are paid
- By: Rudy Mezzetta
- December 1, 2017 November 9, 2019
- 12:06
Help for aging property owners
Kevin Wark discusses three options for helping aging clients manage their property, and zeroes in on the pros and cons of joint interest trusts
- By: Kevin Wark
- November 19, 2017 November 9, 2019
- 12:00
Ontario commits to move forward on regulating financial planners
The province will “consult extensively with stakeholders” on effort to restrict the use of financial planning titles and impose proficiency requirements on financial planners
- By: James Langton
- November 15, 2017 November 9, 2019
- 12:05
Stocks for an aging population
Look for investment opportunities in a broad range of sectors that focus on older consumers
- By: Dwarka Lakhan
- November 14, 2017 November 9, 2019
- 12:04
No fear: Keeping retired clients calm
Many people are more afraid of running out of money than of dying. Advisors need to ensure retired clients act prudently
- By: Jade Hemeon
- November 14, 2017 November 9, 2019
- 00:51
New risks for fixed-income
With interest rates beginning to inch higher after ultra-low levels over the past several years, generating decent returns from a fixed-income portfolio remains a challenge
- By: Megan Harman
- November 14, 2017 November 9, 2019
- 00:50
Women face different headwinds
Women are very concerned about maintaining support for their families. They also are more likely than men to be single later in life and to…
- By: Leah Golob
- November 14, 2017 November 9, 2019
- 00:50
How to help “Silver Surfers”
Technology can help older clients manage both long-term assets and daily finances
- By: Danny Bradbury
- November 14, 2017 November 9, 2019
- 00:50
CPP: Answering your questions
Many clients rely on the Canada Pension Plan to form at least part of their guaranteed retirement income. But deciding when to take the benefit,…
- By: Doug Runchey
- November 14, 2017 November 9, 2019
- 00:50
Helping the kids inherit
Many affluent families worry that a large inheritance will rob their children of motivation. There also are concerns about how they will handle the money.…
- By: Fiona Collie
- November 14, 2017 November 9, 2019
- 00:50
ETFs: The value of starting early
Millennial clients who begin a low-cost plan of saving for retirement now will reap the benefits over time. We asked two portfolio managers with ETF…
- By: Jade Hemeon
- November 14, 2017 November 9, 2019
- 00:50
Help older clients control debt
A desire to help children and grandchildren - combined with the availability of credit - is encouraging many elderly clients to carry debt into retirement
- By: donalee Moulton
- November 14, 2017 November 9, 2019
- 00:50
For better or for worse
Spousal RRSPs can be a simple and effective tax-saving strategy for married and common-law couples. But these accounts are not for everyone - and have…
- By: donalee Moulton
- November 14, 2017 November 9, 2019
- 00:50
Should your clients sell the house?
Clients seeking to access the value held in their homes during retirement often are faced with a difficult choice: should they sell and downsize, or…
- By: Dwarka Lakhan
- November 14, 2017 November 9, 2019
- 00:50