Tech tips: Looking good on paper
Choosing the right printer involves a balance between cost and performance. You also must consider issues such as the number of people using the printer,…
Choosing the right printer involves a balance between cost and performance. You also must consider issues such as the number of people using the printer,…
Those live microbes in your gut affect a diverse range of conditions, including digestive health. But because probiotic products are not regulated as medicine, you…
There is more to making contact with prospects than handing out business cards. A successful networking strategy takes planning, persistence and an understanding of your…
The steps you take in bringing clients into your practice will have a profound effect on the strength of those relationships. A smooth process can…
Talking to your clients about their charitable-giving options can help deepen your client relationships. And don't worry about losing assets to charities. Satisfied clients will…
Natalie Jamison, who used to work in the hotel industry, emphasizes attending to the details in serving her high net-worth female clients. That means fresh…
For many clients, debt is a serious problem. And whether you choose to work closely with indebted clients or refer them to a credit specialist,…
You can help business-owner clients protect themselves should their businesses fail. And if a client must declare bankruptcy, rebuilding a credit rating is easier than…
With one good salary, significant investments, several rental properties and no children, Jen and Marc are in a good position for early retirement. But they…
More and more advisors are opting for intimate events that include a small group of clients. These gatherings focus on an area of interest that…
If you were not among the advisors who contacted their clients this past August, when headlines warned of "plunging markets," now is the time to…
Care is required in this environment, with good margins and strong balance sheets among the key considerations
Volatile market conditions can provide opportunities for using covered call options for companies that remain strong
All four leading life insurance companies recently posted the largest earnings per share since the financial crisis
Recent reforms designed to transfer risk from banks to bond investors have made bond trading more difficult
Shadow banking practices were at the heart of the 2008 financial crisis. Will they trigger another meltdown?
More and more parents are delaying retirement to ensure there is enough in the bank to help their children take flight
ETFs designed to take advantage of large market swings can be profitable in the short term, but are not for the faint of heart
David Scandiffio, who recently took over at CIBC Asset Management, believes that a winning attitude is contagious
The new Digital Privacy Act includes provisions to give added protection to vulnerable individuals
More than half the companies surveyed had improved results. There were also some increases in quarterly dividends
Make better use of existing programs, such as group RRSPs and TFSAs, and use public information campaigns, group says
New, larger institution would be able to take on the banks
Dennis Mitchell, former CIO with Sentry Investments, is a key element in Sprott's diversification strategy
Metroland Media's investment will help Nest Wealth, a robo-advisor, promote its brand digitally and in traditional media
Some small dealers contend that they are overregulated, and that the regulatory burden tends to favour larger companies
The SRO has proposed rule changes for fund dealer reps who want to be planners
Toronto-based Horizons ETF Management (Canada) Inc. has launched two exchange-traded funds (ETFs). Horizons Active Cdn. Municipal Bond ETF will invest primarily in Canadian municipal bonds…
Winnipeg-based Investors Group Inc. has merged two of its mutual funds following the approval of unitholders. IG AGF Canadian Growth Fund has merged with IG…
Toronto-based BMO Asset Management Inc. has launched four exchange-traded funds (ETFs), bringing its total roster of index-linked investments to 63 funds. All four of the…
Manulife Strategic Dividend Bundle now is available to retail investors. Launched by Toronto-based Manulife Investments, a division of Manulife Asset Management Ltd., the fund-of-funds provides…
Montreal-based Fiera Capital Corp. will close Fiera Tactical Bond Yield Fund and Fiera Tactical Bond Yield Fund II as of Nov. 30. The two funds…
Portfolio managers tend to prefer corporate debt over government debt, but returns are razor-thin
Accessing home equity can help clients meet retirement-spending goals
A practical answer for clients seeking exposure to real estate investments
Risk-rating system places ETFs into five risk categories, from low to high
Advisors selling mutual funds must soon take clients through "Fund Facts"
Mutual fund rules are coming to exchange-traded funds
Data collection and transmission are key elements of CRM2. Map out your digital strategy
Preparation is still the best way to avoid hearing from obsi
The new cost and performance reports mark a fundamental shift
By yearend, firms must report market value, position cost and DSCs
At the midpoint of the three-year CRM2 project, the most challenging reforms are yet to come
Firms can use the new CRM2 requirements to connect more fully with their clients
Brian Himmelman helps clients weigh cost and value in their planning decisions
Dealing with wave after wave of regulatory change has become a reality for the investment industry. From disclosure for mutual funds to the vast undertaking…
Concerns about the substance of the policy
Clients may be shocked at the amount of the premium increase
Uncertainty reigns in many economies - not only in China's
The pain is gone from even complicated dental work, but I still approach my few and far between visits to the dentist in a funk…
Advisors already owe extensive duties to their clients within the obligation to deal honestly and fairly with them
NEW DEMOCRATIC PARTY LEADER Tom Mulcair has gone far as a political free agent, moving between parties as circumstances change. But he has lots of…
Forests, urban and wild, are integral to Canadian culture and economics. Let's hear what the parties would do to take better care of them
The B.C. government is taking heat for a series of badly botched efforts to update a range of IT projects in key sectors
Close polls and a split opposition could benefit the Tories, despite many missteps during this extra-long campaign
Editorial
