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There are several tax-planning strategies that you and your clients should consider - from crystallizing capital gains and losses to maximizing charitable donations and TFSAs - as the end of 2018 approaches

  • October 12, 2018 April 18, 2019
  • 00:07

Although advisors have complained for years about their back-office support, some firms have found the winning formula

  • August 24, 2018 April 12, 2019
  • 00:07

Advisors at most of the insurance agencies in the Report Card gave passing grades for ongoing training initiatives

  • July 27, 2018 April 30, 2019
  • 00:12

Some banks were praised for their ongoing training efforts, while others still have work to do

  • June 22, 2018 May 2, 2019
  • 00:11

Issues with tech platforms and firms' lack of support for e-signatures were key reasons for advisors' dissatisfaction

  • June 1, 2018 March 17, 2019
  • 00:08

Although 63.5% of advisors surveyed for the Report Card favour regulators addressing concerns surrounding the use of embedded commissions, opinions were split regarding the right approach: a ban or enhanced transparency

  • April 27, 2018 April 18, 2019
  • 00:19