Advisor News - The Globe and Mail

Sentiment split on new degree requirement for financial planners

Intergenerational wealth transfer is a family affair

Tapping into First Nations’ economic growth requires great care

Is the home ownership dream dead for millennials?

As the ETF universe expands, there’s a strategy for every investor

Polarizing F.I.R.E. movement sparks debate among financial professionals

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Quant strategies are reducing risk and taking emotions out of investing

Blockchain remains an opportunity and a challenge for investors

Will careers in financial advice give federal election candidates a leg up?

Should investors take a bet on surgical robotics?

How advisors can get Canadians past their ‘home bias’

Retirement planning must go beyond finances

Five tax strategies to improve investors’ financial well-being

Why interest in ‘impact investing’ is taking hold

Open banking could be ‘very positive’ for financial advice business

IIROC opens door to greater use of technology in the investment industry

Four-per-cent rule still a great starter for retirement planning

Planning ahead financially could help new or expecting parents breathe easy

Five overlooked items in an estate plan

Independent investment dealers are in the midst of a resurgence

How investors with a retirement savings shortfall can get in gear

‘Powerful’ Questrade ads putting advisors on the hot seat

Regulators up the ante on protecting aging investors with best practices on trusted contact person, other measures

Ten ways the wealth-management industry won’t change in the next decade

Financial firms focused on investors’ behavioural tendencies

Unique retirement planning strategies needed for defined-benefit pension plan members

A ‘last chance’ for advisors who favour embedded commissions?

Mutual fund advisors at Peak gain access to platform-traded funds

Family offices take hold as ultra-wealthy investor segment grows

Financial advisors warning clients about the perils of living longer

New dealers cropping up in the mutual fund space

June 25 Updated

Insurers adapting to meet the needs of transgender people

For many couples, diverging views on investing run deep

Five takeaways from this year’s CIFPs national conference

Carrying dealers becoming essential to independent advisors

Critical illness insurance gaining mass appeal

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