Standalone strategies are being combined in ways that are more useful to the client
There’s a risk that the advisor population will shrink, limiting the availability of advice to Canadians
Emerging markets show stronger prospects, but growth levels next year will likely be less robust than investors are used to seeing.
The financial crisis has led to a breakdown in the “social contract” between clients and financial services firms, says CFA Institute head
Aspects of Dodd-Frank will have global implications regardless of which other regulators adopt them
Client Relationship Model and new disclosure requirements are pushing up costs
OSC, IIROC aiming to keep fee increases under control
Many IRS measures specifically target foreign taxpayers meaning plenty of Americans in Canada will be impacted
Choosing to phrase concepts in a more positive light can go a long way toward making clients feel at ease
The new pension plan format may not fulfil its goal of an overall increase in retirement savings across Canada, say experts