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5 guidelines for investing in private credit

This unique, illiquid asset class demands a risk-conscious approach

Filing a tax document online

Help clients get value from tax prep services

Amid automatic tax filing, a proactive approach is required

Tread carefully

Rate hikes may soon end, but caution still warranted

Balanced portfolios favouring bonds will help investors ride out economic uncertainty

stock portfolio allocation

Alternative investments are rewriting the rules of risk management

Consider these three implications for client portfolios

stock market down

What if stock and bond correlations are here to stay?

Column: Reconsider the assumption that government bonds outperform during equity sell-offs

new direction

New retirement realities call for new portfolio strategies

Reconstruction should focus on client needs, risk mitigation

old way, new way

Shift your paradigm to after-tax portfolio management

Implement these five steps to better serve affluent clients

Modern urban skyscrapers in downtown Chicago from below to the blue summer sky. Sun reflecting in the glass facades of the urban futuristic buildings. Chicago, Illinois, USA

Investors can remain confident despite new-age banking crisis

Reassure clients to keep them focused on their long-term objectives

client meeting

The prudent investor rule unpacked

Help clients consider an investment policy statement in their wills

Investing as monetary policy tightens

Help clients ride out the storm with well-structured portfolios

confused man

Help clients navigate retirement uncertainty

Leverage these tips to address planning and income needs

  • By: Ron Hanson
  • March 14, 2023 March 14, 2023
  • 15:00

The estate role you need to know about

Safeguard your client’s assets with an appointed monitor

Leadership corporate hierarchy recruiter team leader employee selection new job

Hold leadership accountable for failures in ethics

Industry leaders create the culture that influences advisor behaviour

  • By: Rod Burylo
  • January 11, 2023 January 11, 2023
  • 15:00
Shot of bear figuring standing on financial paper

Adjusting to life after Goldilocks

Position your clients for the next economic cycle

Insurance businessman parachute

Leverage an insurance policy’s negative ACB

A client scenario illustrates the tax advantages for business owners

Two senior friends laugh affectionately together. The women are standing outside on a sunny but cool day. They are dressed in casual sweaters. One woman is of African descent and the other is Caucasian.

Help your clients get more invested in their retirements

The new retirement reality calls for a reconstructed strategy

  • By: Ron Hanson
  • November 2, 2022 November 2, 2022
  • 15:00
Businessman calculating and checking articles of agreemen

Volatility affects all your client’s assets, including their business

A client scenario shows the importance of inquiring about assets you don’t administer

Businessman with yellow insurance umbrella looking over city

Investors must remain steadfast amid volatility and rate hikes

Here’s how advisors can prepare portfolios

  • By: Steve Locke
  • October 21, 2022 October 21, 2022
  • 15:00
Hand holding a light bulb

Reconsidering retirement as a value proposition

As clients evolve, so must advisory services

  • By: Rod Burylo
  • September 7, 2022 September 7, 2022
  • 09:41
Filling out Canadian tax documents

Tax slip error has significant fallout for client

Proactive collaboration is critical for resolution, client well-being

Canada, provinces, map, red

Replacing Canada’s most important number

Opinion: Interest rate benchmark reform requires careful execution and strong collaboration

  • By: Jack Rando
  • August 9, 2022 August 9, 2022
  • 09:25
client meeting

Help your client navigate the new retirement reality

Advisors play an essential role in improving client confidence

Power of attorney text concept isolated over white background

Who has the power?

Understanding power of attorney versus trusted contact person

businessman searching with binoculars

The outlook for 2022’s second half

Economies brace for slower economic growth

wood chess pieces surrounding red piece

How to distinguish yourself during estate administration

Jump the credibility curve with executors and beneficiaries