Probiotics: The new miracle cure?
Research is finding that "friendly" bacteria can help cure a host of afflictions, from digestive problems to skin diseases. New research is looking into probiotics'…
Research is finding that "friendly" bacteria can help cure a host of afflictions, from digestive problems to skin diseases. New research is looking into probiotics'…
The top search result in Google can get anywhere between 18% and 35% of clicks — and getting some of that web traffic could give…
FINANCIAL CHECKUP Each month, an in-depth examination of a financial planning case. A 58-year-old couple who have received an unexpected inheritance wonder if the wife needs…
Today's young couples - complete with student loans and mortgages - could become high net-worth clients over the long term if you start early in…
New book by an American sales consultant is a worthwhile read for advisors seeking the language and confidence needed to ask for introductions to potential…
Even successful individuals can experience a period in which stress overwhelms their ability to work. You can provide useful advice to clients going through such…
A number of factors are driving up the price of permanent insurance. You can still help your clients get the coverage they need by understanding…
Specialization helps make your business more efficient and profitable
Although some of the strategies and tactics a coach suggests might be familiar to you, the discipline to implement them can be elusive. Here are…
Three prominent advisors from across Canada share the unique approaches they've taken to building relationships with prospective high net-worth clients
A new program at UBC's Sauder School trains advisors in the tough business of advising family firms
While a properly filled out certificate is best, other medical evidence may be enough
Choosing to phrase concepts in a more positive light can go a long way toward making clients feel at ease
LYNNE TRIFFON SAYS THE most crucial part of her job as a financial planner is to deepen her clients’ knowledge of finance and investing so…
There is a huge range in the financial needs of recent immigrants. How to find the best ways to help
NBF says the MFDA piece of Wellington West was not a good fit with its IIROC-based businesses
Canada's big banks were the major winners in the quarter, as most firms saw earnings declines
The elimination of embedded compensation in Britain and elsewhere has yet to become an issue in Canada
The Canadian Bankers Association has appointed Eric Prud’homme as its Quebec director. Prud’homme, who had been the CBA’s legal counsel in Montreal and an advisor…
Agreements with Kotak Mahindra Bank Ltd. and Bank of Xi'an will help attract clients of Indian and Chinese descent
DUCA Financial Services Credit Union Ltd. has announced that Richard Senechal has been appointed president and CEO. Senechal had been filling the role of CEO…
Financial Horizons has announced its second major purchase of the year, fuelling further consolidation in the MGA world
Alterna Savings and Credit Union has announced that John Lahey, president and CEO of the Toronto-based financial co-operative, will retire at the end of this…
Several firms criticize the proposals to enhance disclosure as potentially confusing and misleading
The Standard Life Assurance Co. of Canada, based in Montreal, has announced the appointment of Jennifer Gregory as national vice president of business development for…
IIAC partners with Advisor Impact
Canadian Western Bank has appointed Chris Fowler its president, adding to his current role of chief operating officer, and announced that he will replace Larry…
Actuary and career insurance executive René Hamel is taking on his biggest challenge so far — integrating AXA into SSQ Life
New regulations soon will allow credit unions to compete across the country with federallly regulated banks
The new pension plan format may not fulfil its goal of an overall increase in retirement savings across Canada, say experts
WHEN GIVEN A CHOICE between tax credits and a lower tax rate, the choice is clear: almost seven in 10 Canadians prefer reducing the tax…
Recent judgments appear to favour advisors who leave their firms and continue to serve the same clients the final word is yet to come
New service is designed to compete with banks
If you believe the tech firm is on its last legs, consider bearish option strategies _ the caveat being that you want to ensure that…
Toronto-based Russell Investments Canada Ltd. has launched a new investment pool designed for Canadian investors who want to hold short-term, fixed-income securities that offer the…
Toronto-based Mackenzie Financial Corp. has appointed Andrew Massie as lead portfolio manager on Mackenzie Cundill Global Dividend Fund. In addition, Massie will shift from co-manager…
Toronto-based Transamerica Life Canada has selected CI Investments Inc. of Toronto as the new subadvisor for its TOP Guaranteed Investment Portfolios (GIPs), which were previously…
Toronto-based Vanguard Investments Canada Inc. plans to broaden its family of low-cost exchange-traded funds (ETFs) to 11 with the addition of five new ETFs. The…
But high volatility is a challenge for investors
Fixed-income fund portfolio managers say government bond issues have less upside potential than do corporate bonds
Company's move should streamline its message — and it has the products needed to establish brand
But the OSC's proposed fee hikes come at a tough time for the investment industry
Many investors drawn to bond ETFs
Identifying the right community for you is key
Saying goodbye to one of life's greatest pleasures _ the big sandwich
Rocky markets, technology and changing demographics mean advisors need to boost client engagement
The PQ's paper-thin victory, accompanied by violence, signals a new chapter in Quebec politics
Regina
The recent troubles of local paper mills in Nova Scotia point to a deeper problem
When it comes to the economy, the BoC's governor is becoming one of the most influential voices
Editorial
The prolonged crisis has inverted the assumption that public debt is in the top tier of the bond market
Relying on relative strength analysis can keep your clients out of sectors that look good but are losing their way
Canada's two major airlines - Air Canada and WestJet - face turbulent times, but their increased discipline should help
