A panel at FP Canada's conference suggested ways to overcome the barriers some clients face
The goal is to simplify the firm's offering to its customers and advisors
A PMAC panel offered outlooks for the year ahead
In the long run, real stock returns have outpaced inflation around the world
Firm says investments from Jessiman Family Investments and the Cynosure Group will go toward advisor incentive offers and acquisitions
Almost two-thirds of low-income households said they've experienced significant financial hardship
Areas such as digital payments, and cryptocurrency and blockchain are increasingly making a mark
The succession planning process can be difficult, so plan ahead as much as possible
The quest for yield and diversification is pushing investors into alternative assets
The fund is the second collaboration with Northleaf Capital Partners