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Shot of a group of young businesspeople using a laptop during a meeting in the boardroom of a modern office

Leverage compliance tech to grow your business

Tech-assisted recommendations can improve client outcomes

  • September 25, 2023 September 25, 2023
  • 15:00

Technology can drive better financial decisions

An InvestorCOM analysis of KYP outcomes provides positive evidence

  • March 15, 2023 March 15, 2023
  • 15:00

Post-Covid risks and opportunities for advisors

Position yourself to effectively address clients’ evolving needs and expectations

  • January 23, 2023 January 23, 2023
  • 15:00

The bridge to a hybrid advisor

This emerging model requires investment in integrated tech

  • November 28, 2022 November 28, 2022
  • 15:00
Books and money coins in the glass jar zoomed by the magnifying glass on blurred natural green background and added colour filter for financial and education concept

Students could consider FHSAs

Go to the head of the class with these tax tips

  • September 20, 2023 September 20, 2023
  • 16:20

Help clients understand their TFSA room

Advisor-client conversation could help avoid costly overcontribution error

  • June 30, 2023 June 28, 2023
  • 13:00

Outdated RRIF rules could get overhaul

Department of Finance will wrap up its study in June

  • May 17, 2023 May 17, 2023
  • 15:00

Don’t let clients miss the tax deadline

Late-filing penalties and arrears interest on taxes owing are costly

  • April 20, 2023 April 20, 2023
  • 15:00
Investment Funds

Andy Mitchell

advisor and client meeting

Championing improved investor outcomes

IFIC outlines current initiatives, from supporting CIRO to surveying investors

  • August 28, 2023 August 28, 2023
  • 15:00

Stay tuned in 2023 for key industry developments

IFIC’s busy agenda includes total cost reporting, new SRO, research and more

  • May 15, 2023 May 15, 2023
  • 16:02
Susan Silma
Compliance CX

Susan Silma

advisor client meeting

Harness the power of transparency

Real talk about fees and value is good for business

  • August 18, 2023 August 18, 2023
  • 15:00

Get ready now for total cost reporting

Here’s how to prepare for greater fee transparency

  • June 21, 2023 July 11, 2023
  • 13:00

Don’t let client onboarding be a first date disaster

Outdated processes can ruin client relationships before they begin

  • April 26, 2023 April 26, 2023
  • 15:00

Don’t let negative returns result in negative client meetings

Here are six ways to demonstrate value to clients

  • March 1, 2023 March 1, 2023
  • 15:00
Houses

Real estate investing vs. equities investing: which is better?

Opinion: The answer comes down to diversification and liquidity factors

  • August 17, 2023 August 17, 2023
  • 14:58

New ETF offerings require careful due diligence       

Opinion: The cease-trade order on Emerge ETFs provides a cautionary tale for investors and advisors

  • May 9, 2023 May 9, 2023
  • 15:00

Don’t underestimate female investors

Opinion: Women know more about investing than they think, writes Mary Hagerman

  • March 8, 2023 February 28, 2023
  • 06:00

Answering more of a young investor’s questions about ETFs

Digging deeper into ETFs and portfolio construction

  • December 13, 2022 December 8, 2022
  • 13:00