Privacy: Cause for concern?
Insurers may need to tweak the consent process to protect clients
Insurers may need to tweak the consent process to protect clients
Ottawa says new regulator is needed to protect the financial system
LaunchPad will support emerging fintechs
The CRA will require taxpayers who sell their home to report the sale in order to claim the principal residence exemption
Other financial priorities make contributing to these accounts difficult for some clients
Ensuring that clients have a sustainable stream of income during retirement has become more challenging for financial advisors. Uncertain equities markets and basement-low to negative…
RI is being held back by various factors, but advisors who offer the strategy could see significant growth in their books
The investment industry is embracing and launching robo-advice platforms in one form or another
A new paper argues that active management can outperform by enough of a margin to justify its fees
The newly appointed CEO of Mackenzie Investments plans to use global strategies and product innovations to provide more options for retail clients
Arranging a seasonal knees-up for your team requires a daunting number of decisions. Among the keys to planning a successful staff holiday party are knowing…
Research shows that taking vacations every year benefits your overall health and, ultimately, is positive for your business. But many advisors promote an unhealthy attitude…
Many clients are unaware of the limitations of their travel health insurance until they make a claim. You can help ensure your clients have the…
How can young advisors assure older prospective clients that they are qualified to offer financial advice? Here are some strategies to demonstrate that you have…
Dividing her time between Vancouver and Toronto, Darcie Crowe specializes in providing financial advice to women who are experiencing profound changes in their lives
Apple, Google and Microsoft are fighting over access to your devices and your dollars. Whether you go with all one vendor or mix and match,…
A well thought-out business plan will take you further than arbitrary growth targets set with no strategy for reaching them. These paths toward growth carry…
Top-performing advisors discuss strategies they use to maximize their teams' performance. Compensation structure and flexible hours are key factors
Look for weakness in retirement income
Study shows the outperformance of equity mutual funds with concentrated portfolios
Portfolio managers point to uncertainty caused by Brexit and sluggishness of many economies in Europe
A new emerging-markets ETF is available from Toronto-based Sphere Investment Management Inc. Sphere FTSE Emerging Markets Sustainable Yield Index ETF is a smart-beta fund that…
Toronto-based Morningstar Associates Inc. and Bridgehouse Asset Managers, the Canadian arm of California-based Brandes Investment Partners LP, have launched their first joint mutual fund. The…
Toronto-based FT Portfolios Canada Co. has unveiled First Trust Dorsey Wright Dynamic U.S. Sector Rotation Index ETF (C$-hedged). This ETF seeks to replicate the performance…
Toronto-based NEI Investments’ newest mutual fund is looking for investment opportunities created by aging populations around the globe. NEI Generational Leaders Fund invests in equities…
Toronto-based Vanguard Investments Canada Inc. has launched two currency-hedged exchange-traded funds (ETFs). Vanguard FTSE Developed Asia Pacific All Cap Index ETF tracks the performance of…
Recent reforms designed to contain corruption and limit government spending could set the stage for further gains this year
This decades-old strategy may seem counterintuitive, but it has outperformed the S&P 500 almost every year since 2008
The macro trends for low bond rates remain, including long-term demographic changes. The stocks of corporate-bond issuers may be more attractive to investors as a…
After a rocky year in office beset by scandals and accusations of incompetence, Liberal premier Dwight Ball finally is setting an agenda for tackling the…
Alberta's campaign to create a new "living wage" by raising the minimum wage may have laudable goals, but is more likely to kill jobs and…
The premier's opposition to the federal cap-and-trade plan, required by global agreements, puts the province in a small minority of Canadians who oppose the policy
The Canadian health-care system is listing under the weight of changing demographics and failure to revisit the way health care's spending dollars are spent
Editorial
