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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

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

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

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

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

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

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

Who has the power?

Understanding power of attorney versus trusted contact person

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

Avoid the transfer-out train

Safeguard your business by knowing your client’s PoA and executor

Voter on a Canada flag background.

Conservative victory looking more realistic

Column: Liberals finally get their wedge issues, but they may not be enough to save Trudeau

Election nobody seems to want could still be important

Column: Since this election will take us into a post-pandemic era, Canadians need to take a hard look at what’s ahead

foreign country with stock market data

Canadian ETFs ride a global trend

The domestic ETF market continues to grow along with the rest of the world