What to tell your clients about ICOs
Initial coin offerings may promise reward, but they carry high levels of both regulatory and financial risk
- By: Danny Bradbury
- February 20, 2018 November 9, 2019
- 10:00
Initial coin offerings may promise reward, but they carry high levels of both regulatory and financial risk
Financial services firms are embracing blockchain technology to improve efficiencies, cut costs and reduce risks
As financial services firms make significant investments in technology, they're creating new ways for you to serve your clients
When your client asks you about bitcoin - or any other speculative investment - remember to consider that client's long-term goals. There are ways to…
As users of Facebook, Twitter and LinkedIn become more discriminating, the onus is on you to curate and create content that is compelling - and…
Staying connected to the office and your clients can boost your efficiency. But when technology enables work to encroach on your personal life, it's time…
Michael Taglieri, an advisor with Assante Capital Management in Burlington, Ont., has a background in art and a penchant for technology. He says both interests…
Although some advisors view the advent of technology as a threat to their existence, others foresee collaboration between the power of technology and the professional…
You don't have to be a geek to bring your practice up to technological speed. Just a few upgrades - such as a big-screen TV…
Blockchain technology has the potential to disrupt many sectors and business models beyond cryptocurrencies such as bitcoin. Here’s what it is and how it works.
Canadians who work with an advisor are much more likely to take advantage of tax-registered plans such as RRSPs and TFSAs
Higher wages could bolster consumer spending, but rising interest rates and stricter mortgage rules pose challenges for the housing market
Solid economic growth in B.C. is expected to continue. However, the new NDP government faces challenges
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
The firm makes software focused on regulatory reporting solutions for financial institutions
Discover how Edward Jones empowers experienced financial advisors like me with autonomy, support and a compensation model that values our experience.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.
How investment advisors rated their firms’ support offerings and tools
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
A time-tested, differentiated approach to responsible investing is an advantage in volatile times, says NEI Investments’ Vice-president and Head of Responsible Investing, Adelaide Chiu.
A multilayered approach can minimize risk and uncover the unseen, says NEI Investments’ Vice-president and Head of Asset Allocation, Judith Chan.
NEI Investments’ CIO, John Bai, explains why investors may benefit from broader market exposure in 2025.