Three things to consider when selling your book

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 three key issues advisors need to consider when selling their book.

By: Dan Richards, Ellen Bessner
June 13, 2016 November 9, 2019
04:00

Hot housing market gives some Canadians cold comfort

Housing costs are a growing worry, BMO index finds

By: IE Staff
March 17, 2022 March 17, 2022
15:02

Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

By: Rudy Luukko
January 24, 2022 January 24, 2022
00:15

Staying connected as Covid persists

Effective communication, whether digital or in person, remains key to strong client/advisor relationships

By: Maddie Johnson
January 24, 2022 January 24, 2022
00:07

Regulatory issues to watch in 2022

Several major initiatives could launch this year

By: James Langton, Melissa Shin
January 24, 2022 January 17, 2023
00:06

Today's top stories

Rate hike prompted by higher risk of sticky inflation: BoC’s Beaudry

Stronger growth, tight labour market, and rise in inflation clinched the decision to raise key interest rate

By: Canadian Press
June 8, 2023 June 8, 2023
15:44

Anti-ESG funds take off, but soon stumble

The backlash to ESG investing fails to find traction with investors, Morningstar reports

By: James Langton
June 8, 2023 June 8, 2023
13:55

U.S. anti-trust action poses challenge to companies

Corporate M&A faces growing legal, regulatory threat in U.S., Fitch says

By: James Langton
June 8, 2023 June 8, 2023
16:50

Keeping your practice compliant