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Now that the contribution deadline has passed, this is a good time to review your clients' changing needs

  • March 8, 2019 March 17, 2019
  • 15:11

Digital investment platforms, no longer the threat they once appeared to be, are being embraced by some advisors as key elements of their service. These platforms enable human advisors to devote more time to building client relationships

  • March 8, 2019 March 17, 2019
  • 15:08

RBC GAM and BlackRock say their alliance will be good for the industry. But what about the smaller players?

  • February 7, 2019 March 18, 2019
  • 11:08

As ETFs' explosive growth in AUM continues, expect more actively managed ETFs and lower fees. While mutual funds' massive AUM dominates - for now - both types of investments have a place in client portfolios

  • January 21, 2019 March 17, 2019
  • 00:10

Alim Dhanji worked with a mentor for 12 years before branching out on his own. Now, he runs a successful financial planning practice with a unique client niche: Physiotherapists

  • November 23, 2018 March 17, 2019
  • 00:10

The best time to discuss potential medical costs in retirement is when clients are in their 40s or 50s

  • November 9, 2018 March 17, 2019
  • 00:15

Although a few insurance companies are leaving the annuities business, the income-producing vehicles may be a good fit for clients who want to avoid investment risk

  • November 9, 2018 March 17, 2019
  • 00:11

ETFs lend themselves to a specialized focus on new investing ideas. Many providers are rising to the challenge

  • November 8, 2018 January 11, 2019
  • 06:00

Multinational companies with significant operations in emerging markets provide a safer alternative to the stocks of local companies

  • October 16, 2018 March 17, 2019
  • 10:00

Referrals are key to boosting your roster of HNW clients

  • October 15, 2018 March 21, 2019
  • 00:31