What if stock and bond correlations are here to stay?
Column: Reconsider the assumption that government bonds outperform during equity sell-offs
- By: Robert Wilson
- July 5, 2023 October 7, 2024
- 15:00
Latest news in Columns
New retirement realities call for new portfolio strategies
Reconstruction should focus on client needs, risk mitigation
- By: Luc Lafleur
- June 20, 2023 June 19, 2023
- 06:00
Shift your paradigm to after-tax portfolio management
Implement these five steps to better serve affluent clients
- By: Michael Nairne
- June 7, 2023 June 7, 2023
- 15:00
Investors can remain confident despite new-age banking crisis
Reassure clients to keep them focused on their long-term objectives
- By: Lesley Marks
- May 1, 2023 May 1, 2023
- 15:12
The prudent investor rule unpacked
Help clients consider an investment policy statement in their wills
- By: Michael Kulbak
- April 12, 2023 April 12, 2023
- 15:00
Investing as monetary policy tightens
Help clients ride out the storm with well-structured portfolios
- By: Steve Locke
- April 5, 2023 April 5, 2023
- 15:00
Help clients navigate retirement uncertainty
Leverage these tips to address planning and income needs
- By: Ron Hanson
- March 14, 2023 March 14, 2023
- 15:00
The estate role you need to know about
Safeguard your client’s assets with an appointed monitor
- By: Michael Kulbak
- February 15, 2023 February 15, 2023
- 15:00
Hold leadership accountable for failures in ethics
Industry leaders create the culture that influences advisor behaviour
- By: Rod Burylo
- January 11, 2023 January 11, 2023
- 15:00
Adjusting to life after Goldilocks
Position your clients for the next economic cycle
- By: Lesley Marks
- December 14, 2022 December 14, 2022
- 16:00
Leverage an insurance policy’s negative ACB
A client scenario illustrates the tax advantages for business owners
- By: Steve Meldrum
- December 7, 2022 January 3, 2023
- 15:00
Help your clients get more invested in their retirements
The new retirement reality calls for a reconstructed strategy
- By: Ron Hanson
- November 2, 2022 November 2, 2022
- 15:00
Volatility affects all your client’s assets, including their business
A client scenario shows the importance of inquiring about assets you don’t administer
- By: Michael Kulbak
- October 25, 2022 October 25, 2022
- 15:00
Investors must remain steadfast amid volatility and rate hikes
Here’s how advisors can prepare portfolios
- By: Steve Locke
- October 21, 2022 October 21, 2022
- 15:00
Reconsidering retirement as a value proposition
As clients evolve, so must advisory services
- By: Rod Burylo
- September 7, 2022 September 7, 2022
- 09:41
Tax slip error has significant fallout for client
Proactive collaboration is critical for resolution, client well-being
- By: Michael Kulbak
- September 1, 2022 September 1, 2022
- 15:00
Replacing Canada’s most important number
Opinion: Interest rate benchmark reform requires careful execution and strong collaboration
- By: Jack Rando
- August 9, 2022 August 9, 2022
- 09:25
Help your client navigate the new retirement reality
Advisors play an essential role in improving client confidence
- By: Ron Hanson
- July 22, 2022 July 22, 2022
- 14:35
Who has the power?
Understanding power of attorney versus trusted contact person
- By: Michael Kulbak
- July 5, 2022 July 5, 2022
- 15:00
The outlook for 2022’s second half
Economies brace for slower economic growth
- By: Lesley Marks
- June 28, 2022 June 28, 2022
- 15:00
How to distinguish yourself during estate administration
Jump the credibility curve with executors and beneficiaries
- By: Michael Kulbak
- April 13, 2022 April 13, 2022
- 15:00
Avoid the transfer-out train
Safeguard your business by knowing your client’s PoA and executor
- By: Michael Kulbak
- February 4, 2022 February 23, 2022
- 15:00
Conservative victory looking more realistic
Column: Liberals finally get their wedge issues, but they may not be enough to save Trudeau
- By: Gord McIntosh
- September 7, 2021 September 7, 2021
- 14:46
Election nobody seems to want could still be important
Column: Since this election will take us into a post-pandemic era, Canadians need to take a hard look at what’s ahead
- By: Gord McIntosh
- August 17, 2021 August 17, 2021
- 15:34
Canadian ETFs ride a global trend
The domestic ETF market continues to grow along with the rest of the world
- By: The Canadian ETF Association
- August 10, 2021 August 10, 2021
- 14:30