Interest on these loans, often used by affluent families to split income, recently doubled, although it remains low compared with most rates. These loans may…
Russ McEdwards, McEdwards & Whitwell Financial Planning Inc., explains that business owners often require both succession plans and consistent returns during higher volatility times. He…
Glen Gowland, chairman, Investment Funds Institute of Canada (IFIC), discusses industry consolidation due to rising regulatory costs, the impact of CRM 2 on access to…
Feds targetting a range of tax loopholes
New partnership will decrease costs and improve efficiencies, says Ontario finance minister
John Brogden, CEO, Financial Services Council, Australia, discusses the impact of new Australian regulations that came into effect on July 1st, 2013. They include: a…
In part two of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to generate referrals with your delivery process. He gives pragmatic…
Both regions offer Canadian fund companies growth opportunities because the middle class is growing quickly
Eric Sprott, CIO and senior portfolio manager, Sprott Asset Management LP, discusses why he believes that increasing demand for gold and silver will cause gold…
Ian Russell, president and CEO of the Investment Industry Association of Canada (IIAC), discusses the launch of the IIAC Hall of Fame, designed to bring…
Gord Webster, senior wealth advisor, wealth management, ScotiaMcCleod, Regina, explains how to become the go-to advisor for a company's employees. He gives tips on community…
Stepchildren can often be overlooked in estate plans
Tom Kloet, CEO of TMX Group, discusses bringing mid-sized and large issuers from around the world to TMX. He addresses concerns about increased volatility in…
Tom Kloet calls on industry to help make Canada a global play in capital markets
Clients need to consider several questions to make sure they and their parents are prepared for the future
Famed investor Eric Sprott has some serious concerns about the way some investors are treating the market, as well as the impact of several government…
Extra attention to discovery and goal setting boosts client retention
For a properly diversified global equity portfolio, Canadian investors need companies in sectors other than financials or energy
In Part 1 of a 12-part series, Ruta's Rules, Jim Ruta, managing partner, LifeAssist Software, takes a comedic look at how business cards are used…
Donna Worthington, Investment Planning Counsel, Edmonton, explains how a one-day event that raised $18,000 for the Canadian Breast Cancer Society, led to increased credibility in…
Pat Chiefalo, director of ETF Research and Strategy at National Bank Financial, discusses portfolio strategy for exchange traded funds and the future of ETF and…
Low volatility ETFs can offer comfort to clients concerned about a stock market correction
Pat Chiefalo, director of ETF research and strategy at National Bank Financial, talks about recent innovations in exchange traded funds, the income side of ETFs,…
Floating rate bond funds and various other fixed-income ETFs can reduce exposure to rising rates