Many Canadians want to optimize their children’s inheritance. Learn how to reduce their estate tax bill with an Immediate Financing Arrangement (IFA) on a whole…
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Several major initiatives could launch this year
Editorial: Now, they need to ensure it’s done right.
Clients with windfalls need to diversify and mitigate risk
In order to assess the value of your business, you must look beyond AUM, revenue and expenses
Year 1: A Retrospective with Paul Petrelli, President & CEO, Assuris
With the conference in Glasgow now concluded, we look at the key outcomes and agreements from the international representatives who sought to limit the pace…
This article from Microsoft Canada highlights how Canaccord Genuity is leveraging Microsoft Azure to enhance its client experience and drive digital transformation.
Victor Stranges, National Leader, Private Banking with Manulife Bank, explains how annual reviews can reveal opportunities for strategic borrowing.
Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how to help clients turn their permanent life insurance into a versatile asset.
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
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.
How private REITs can reduce portfolio volatility in times of public market turbulence.
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
Clients don’t have to give up returns to embrace RI
The NEI Global Corporate Leaders Fund is investing in companies that enable people to live and thrive.
The NEI Global Corporate Leaders Fund is investing in companies that promote people’s health and well-being.
The NEI Global Corporate Leaders Fund is investing in companies breaking down barriers to economic participation.
Lessons learned after the B.C. floods
There’s more to the recent disaster in southwestern B.C. than nature gone wild. People played a major role