Nova Scotia case fails to clarify beneficiary designations
Conflicting case law continues to create uncertainty
Conflicting case law continues to create uncertainty
Binding compensation remains a sticking point
Mutual Fund Families ranking: Energy, bank and real estate equities also performed well in 2021
Advocates and industry agree: Think bigger about the IAP
Newsmakers: Manulife’s chief investment strategists emphasize market defence with fixed income
Paper forms and “wet” signatures are being replaced by efficient digital systems that interact with CRM software
AI is in everything from your mobile phone to your car. The tech also should be a part of your financial advisory business
Recent volatility should not deter clients from adding technology to their portfolios.
While advisors remain skeptical, ETF providers, institutional investors and regulators are giving cryptocurrency an air of legitimacy
From digital ledger to the metaverse, these innovations are already transforming business processes
Two portfolio managers discuss how to invest windfalls for wealthy clients
It was a rough year for the “most uncorrelated asset class”
Buyers from expensive markets are drawn by the city’s lower prices and laid-back lifestyle
Editorial: Closing the gap between insurance and securities rules removes a tangible risk for clients
