Assante advisor Tina Tehranchian’s clients from a tightly knit network
Plus, Steven Krupica joins National Bank and Advocis names new chair, board members
Although there are tools to help, financial advisors still say it’s best to maintain updated information
A sudden influx of cash needs careful management and planning
Clients are moving to bolder investment strategies for their RRSPs
Many Canadian seniors are carrying significant debt and they don't appear to be too worried about it. In some cases, your role may be to help your clients manage their debt while still encouraging them to have a retirement saving plan
Fund companies must consider fewer changes to their products as the constant changes cause confusion, said advisors at the 2016 Canadian Funds Summit in Toronto
When a client dies, he or she leaves a trail of online accounts, complete with login names and passwords. Managing these digital assets is an important part of estate planning in the 21st century
The new cost and performance reports mark a fundamental shift