George Hartman explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing…
Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains
Shareholders are increasingly pushing back on excessive executive compensation
Insurance products such as annuities can provide valuable peace of mind for retirees, but there are drawbacks to consider
Advisors can use a growing array of alternative investment strategies to help clients reduce volatility in their portfolios
Investors are open to alternative investments and want greater exposure to ESG, but need the right advice on strategies
With low interest rates and high equities valuations posing risks for investors, advisors can help clients find ways of adding some predictability to their portfolios
From TFSA overcontributions to repeated late-filing, Adrienne Woodyard outlines common tax penalties and explains how to apply for penalty relief (Part 4 of 4)
Retirement-focused clients who have an advisor are more optimistic about reaching their financial goals
Adrienne Woodyard discusses how to avoid the most common tax filing errors and penalties (Part 3 of 4)
From documents to deadlines, from fires to floods, Adrienne Woodyard discusses how to keep tax documentation up to CRA standards (Part 2 of 4)
Adrienne Woodyard explains what puts businesses and individuals at risk of CRA audits, and explains dos and don’ts of managing the audit process (Part 1…
Advisors could reap significant rewards from helping young Canadians build up their financial knowledge
Canadians with low levels of financial literacy are less comfortable speaking with their financial advisors
Matthew Urback discusses the difficult choices facing advisors who suspect their clients are losing the ability to make informed decisions (Part 4 of 4)
Matthew Urback explains why advisors can get caught up in acrimonious estate disputes and provides tips on avoiding litigation (Part 3 of 4)
Through their innovation hubs, financial services institutions are exploring ways of integrating AI and other technology into wealth management
Collaboration with employees in traditional banking and insurance channels is crucial to the work done in the financial services sector’s innovation hubs
With growing interest in fintech, financial services institutions are launching innovation labs inspired by the unorthodox corporate settings of Silicon Valley
Matthew Urback explains the two most common reasons clients' wills are contested, leading to a potentially lengthy and costly legal process (Part 2 of 4)
Survey suggests that Quebec residents tend to be more risk-averse than other Canadians
Matthew Urback flags key points in the estates process where advisors can act to protect both their clients and their practice from the impacts of…
There are concerns that clients won’t be able to afford life insurance or that other jurisdictions may follow suit
New tax rules, combined with sustained low interest rates and new capital requirements, are creating significant challenges for insurance carriers
The ICBC, AMF and ICS are considering key changes to supervisory and oversight rules, CE requirements, use of titles and licensing