Industry

Practice Management

Courting centres of influence

June 17, 2016 Dwarka Lakhan
Courting centres of influence

Canadian financial companies linked to cluster munitions investments

June 16, 2016 Mike Blanchfield

Court dismisses Octagon Capital lawsuit

June 16, 2016 James Langton

U.S. Congressional committee passes Senior $afe Act

June 16, 2016 James Langton
Financial Planning

Dispel the recency bias

June 16, 2016 Dwarka Lakhan

Small business owners say no to CPP hikes

June 16, 2016 IE Staff
Risk mounts for Canada housing: Fitch

Canadian baby boomer employees have unrealistic view of finances in retirement

June 15, 2016 Tessie Sanci
IAP roundtable to discuss risk profiling and retail advice

Senate report touts national securities regulator

June 15, 2016 James Langton
Feds launch consultation on tax proposals

Opportunities to be had for U.S. advisors targeting smaller clients

June 15, 2016 Fiona Collie
Rise of robo-advisors in mortgage business could have an impact

Advisors should rethink the way they offer their clients services

June 15, 2016 Tessie Sanci
For Your Clients

Cottage ownership conundrum

June 15, 2016 IE Staff
Practice Management

What is the lifetime value of your clients?

June 15, 2016 Dwarka Lakhan
IAP calls on regulators to eliminate embedded compensation