Brave the cold, get some vitamin D
Although there are many Canadians who love to brave the outdoors in winter, many more shield themselves from the cold in their homes, shunning one…
Although there are many Canadians who love to brave the outdoors in winter, many more shield themselves from the cold in their homes, shunning one…
With smartphones becoming ever more powerful, you can adapt certain technologies to create an ultra-portable smartphone-based office that will do a good job of replacing…
Brandon Silbermann helped his firm develop a mobile-friendly digital strategy. But the 25-year-old advisor still believes in the value of meeting clients in person, even…
Many successful entrepreneurs reach a point in their careers at which they find themselves dogged by administrative duties while doing less and less of the…
Whether you are developing a brochure, website content or a presentation about your practice, focus on the qualities that make you stand out from other…
Moving to another firm might be beneficial for you and your clients - but there are risks
Have you designated 2016 as the year you increase your revenue? The first step, says Sara Gilbert, founder of Strategist Business Development in Montreal, is…
When Jerry Butler, president of Queenston Consulting Inc. in Winnipeg, helps financial advisors sell their books of business, he refuses to do all-cash deals with…
Canadian governments have implemented several measures that allow seniors to split income to lower taxes. But the rules are strict
With markets caught in the bear's swooping claws, now is the time to contact clients and demonstrate that you are on top of matters
Mutual fund families that held significant amounts of foreign stocks performed well in 2015
For Beth Hamilton-Keen, the CFA Institute's new global chairwoman, the value of good advice goes far beyond portfolio returns
Retail investors in Ontario now have access to securities that previously were available only to accredited investors
Most independent mutual fund dealers don’t expect to survive if investment dealers are permitted to field their own teams of mutual fund representatives. That’s according…
One puzzling finding of the research is that many clients do not believe that they are paying for their advisors' services
National Bank Investments Inc. of Montreal has made several changes to one of its global funds: Meritage Global Income and Growth Portfolio has been renamed…
Toronto-based Sentry Investments Inc. has lowered its management fees across its suite of funds. The fee reductions will be accomplished through a combination of fee…
Toronto-based BlackRock Asset Management Canada Ltd. has lowered the fees of two iShares ETFs. The annual management fees of iShares Core S&P U.S. Total Market…
Toronto-based Horizons ETFs Management (Canada) Inc. has introduced an exchange-traded fund (ETF) with exposure to Hong Kong-listed securities. Horizons China High Dividend Yield Index ETF…
Keeping a long-term perspective would help
One of the big questions hanging over the bond market is the trajectory of interest rate hikes imposed by the Fed
Insurers create low-fee seg fund offerings for affluent clients
Ontario’s exports will have their moment in the sun in 2016
TSXV is looking to the U.S. to drum up business
The precipitous drop in the price of oil means jobs and profits will be scarce this year. But low interest rates will cushion the blow
Manitoba should beat the country as a whole for growth in 2016, but in an election year, politics could muddy the picture
China's economic shift is being felt in the Territories, where many mines are closing or reducing output
Nova Scotia: Shipbuilding, seafood and exports are driving growth, but government debt and a stagnant population are drags on growth
Prince Edward island: Lobsters, potatoes and pharmaceuticals will benefit from a lower C$ and increased world demand, mostly from the U.S.
Continuing the trend of recent years, Newfoundland and Labrador will feel the damper of lower oil prices. But some mining may benefit from the lower…
While New Brunswick is gaining traction in some areas, such as forestry, it shares the region's aging demographic issues
The sluggishness in Quebec at the end of 2015 will give way to stronger economic growth this year, with help from exports
Saskatchewan's heavy reliance on natural resources, especially oil, is reducing growth, although employment and government support remains stable
The drivers of U.S. demand and a low loonie mean B.C. is likely to lead Canada in economic growth this year
The carve-outs for any proposed best interest standard to avoid adverse market consequences would be extensive and complicated
There's more to Canada than beer, coffee, doughnuts, hockey and maple syrup. Such as the immortal, "vamoose from this ranch"
Canada needs to counter the international perception that the loonie is no more than a petrodollar
Editorial
Investment-grade corporates offer yield boosts vs government bonds of equal term
There is no clear or certain guide to determine when a bear market will end. But there are clues based on past market action
Stable consumer demand in the U.S. and Europe, as well as just-in-time delivery, may boost revenue in this industry while protecting against competition from offshore…
