Although 21% of clients rated their financial advice as "gold," that level of satisfaction is based on more than returns
The pressure on firms to evolve, invest in new technologies and keep up with ever-increasing compliance costs were the key drivers of this trend
Changes in CDIC coverage include new categories for RESPs and RDSPs
The low rate of RESP adoption is an opportunity for advisors to discuss the importance of education
Consultation paper outlines income tax measures announced in Budget 2018 that haven’t already been legislated
Scotiabank’s recent acquistions were a complimentary fit
Recent research reveals that clients who have life insurance place more value on the advice they receive and are more loyal
Insurance coverage will be extended to deposits held in RESPs and RDSPs
The federal government’s final proposals received royal assent on June 21
Tax enforcement authorities in five countries to work together to fight tax crimes, money laundering and cybercrime