Older clients who remarry should tread carefully, especially if they are bringing significant assets into the relationship. In many cases, a marriage contract or pre-nuptial…
As average lifespans continue to set new records, some financial planners are routinely planning on the basis that clients will live to 100 years old.…
The number of clients who are retiring with mortgages and large credit card bills is increasing. The solution lies in planning and client/advisor communication
Without employment income to steady volatile markets, retirees often look to insurance-related products, such as seg funds and other investment vehicles offering guaranteed returns, to…
People in Canada who are single now outnumber those who are part of a couple. These singles are used to running their own show. However,…
Many parents are helping their adult children financially - to the point that some are even delaying retirement. You can help by setting up family…
The market does not believe a big interest rate increase is in the cards, which spells good news for REITs
FSCO examinations have found that 10% of insurance agents were not disclosing actual or potential conflicts of interest to their clients in writing, as they’re…
Now may be the time to invest in real estate as some portfolio managers believe the sector is ready for a rally in the short…
Jim Ruta, president, AdvisorCraft Media and Consulting, gives tips on how to convey urgency throughout your business dealings and communications with prospects and clients.
Advisors interested in the exempt-market space should educate themselves properly and pursue the appropriate licenses and qualifications, experts say
The provincial government is reviewing FSCO’s and DICO’s mandates as well as the regulatory framework for financial planning
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why you should tailor the way you dress to be both professional — and…
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
New funds hold several big names found in broad U.S. stock indexes
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.