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your practice
Retiring advisors need more support from dealers and associations
Senior businessman collaborating with younger manager
your practice
Is a financial advisor qualified to be a life coach?
Mid adult woman discusses her daughter's financial needs for college tuition with a female bank loan officer.
opinion
How advisors can help prepare aging clients for the challenges related to dementia
Damon Murchison and Kevin Noel
opinion
How to navigate the emotional minefield of transitioning the family cottage
Alexandra Horwood
your practice
How to manage the tax implications of transferring a new client’s assets
Happy black financial advisor communicating with a couple on a meeting in the office. All of them are wearing protective face masks due to COVID-19 pandemic.
opinion
How Ontario’s new title rule opens the door for nationwide standards
Elke Rubach
advisor news
How separation, divorce and death can affect tax planning for clients
Wife And Husband Splitting House And Car During Divorce Process
advisor news
Debt and cash flow management take priority as interest rates set to surge
Woman managing the debt ***These graphics are derived from our own 3D generic designs. They do not infringe on any copyright design.
your practice
Advisors want ‘ownership’ to drive better outcomes for clients, says wealth manager
Business accounting concept, Business man using calculator with computer laptop, budget and loan paper in office.
your practice
How advisors can help clients from falling for scams as fraud-related losses more than double
Seniors are often the target of financial fraud by both strangers and family members.
your practice
Why getting rid of bad clients can help your practice
Angry young couple complaining, bad contract terms, outraged man arguing with manager or realtor, upset woman holding documents with stats, contract, dissatisfied clients demanding compensation
your practice
Insurance complaints rise as FSRA ramps up enforcement and clarifies rules
Close-up shot of senior husband and wife sitting at cozy office and studying life insurance policy, female agent assisting them
advisor news
How investment firms are embracing flexibility to retain and attract female advisors
Three business women walking in a hall of a business building. The one in the middle is holding a tablet and all of them are looking at it.
advisor news
Investors turn to private markets for returns amid volatility, low interest rates and high valuations
Online portfolio management for long-term sustainable growth, asset allocation and investment concept
globe advisor
Demand for annuities set to rise as investors eye larger payouts
calculator with the word annuity
advisor news
How to work with couples who are not on the same page financially
Shot of a couple having an argument during a counseling session with a therapist
advisor mutual funds
Investments in alternative strategies grow with rise of volatile markets
In this photo provided by the New York Stock Exchange, traders work on the floor, Friday, Feb. 4, 2022. Stocks are slipping and Treasury yields are jumping on Friday after a blowout U.S. jobs report raised Wall Street's expectations that the Federal Reserve may soon start raising interest rates sharply. (David L. Nemec/New York Stock Exchange via AP)
your practice
Modern family dynamics create more complexity in financial planning
A multi-ethnic blended family having a picnic or cookout. They are sitting around a table and the parents are serving refreshments. The mother is African-American and father is Caucasian. Their two little boys are twins, almost 3 years old. The three girls, 11 to 15 years old, are from prior relationships. The boys are sitting on their half-sisters' laps.
your practice
Top advisors reveal what it takes for those starting out in the industry
Young couple planning their finances, savings and investments
your practice
More investors are using advisors while managing portfolios themselves
Young man working at home
your practice
You know a financial plan covers more than investments – but do your clients?
A digital tablet tests on top of various documents pertaining to financial subjects such as life insurance.
advisor news
How the pandemic is leading Canadians to delay retirement
A group of university students are indoors in a study hall. They are having a group discussion. A Caucasian senior woman is reading out loud from a textbook.
advisor news
Season for giving makes the holidays a good time to discuss strategic philanthropic planning
Writing a donation check to a charitable organization
globe advisor
How to take advantage of year-end tax planning strategies
Video31:43
advisor stocks
Omicron-led market volatility could provide bigger bargains in the tax-loss selling season
Trader Michael Milano, center, works on the floor of the New York Stock Exchange, Thursday, Dec. 2, 2021. Stocks are opening mostly higher on Wall Street Thursday as investors continue to monitor the spread of the new coronavirus variant as well as measures that the U.S. and other governments are taking to restrain it. (AP Photo/Richard Drew)
advisor mutual funds
How advisors are helping clients tap into RRSPs tax efficiently amid COVID-19
saving for RRSP
advisor news
Why the 4-per-cent rule is too simplistic for modern retirement planning
Smiling senior couple with papers, calculators and bills at home. Senior couple calculating taxes at home. Mature man and woman wearing spectacles and looking their expenses together.
advisor etfs
Asset managers prepare for investor shift to bespoke equity portfolios
Side view snapshot of workman, wearing uniform, working gloves and helmet, setting a shiny new solar battery with help of hex key, blue sky on background. Green energy concept
advisor news
Will raising standards for advisors be a double-edged sword?
Close-up shot of student hand holding pen and writing in notebook, working at home. E-learning
your practice
How advisors are going above and beyond to help clients with COVID-19
neighborhood Assistance during Coronavirus Pandemic - Illness
opinion
The Canadian financial advice industry is a mess. That’s why young investors are turning to Reddit
Ali Shan Artani
opinion
Why the investment industry needs continuing education reform
John Waldron
report on business
Life insurance industry opposes Ontario’s new regulations of financial adviser, planner titles
Ontario Finance Minister Rod Phillips answers questions at the daily briefing at Queen's Park in Toronto on April 9, 2020.
report on business
BMO clients launch lawsuit alleging millions lost from adviser’s risky trading strategies
Cloud Li, seen here in Toronto on Sept. 14, 2020, is one of the plaintiffs who began to manage his father’s account in 2017 and spearheaded the group lawsuit.
advisor news
Investment industry calls for changes, greater clarity to proposed title rules
The Ontario provincial legislature building in Toronto.
report on business
Ontario to set minimum standards for financial planner, adviser designations