Amid automatic tax filing, a proactive approach is required
Balanced portfolios favouring bonds will help investors ride out economic uncertainty
Consider these three implications for client portfolios
Column: Reconsider the assumption that government bonds outperform during equity sell-offs
Reconstruction should focus on client needs, risk mitigation
Implement these five steps to better serve affluent clients
Reassure clients to keep them focused on their long-term objectives
Help clients consider an investment policy statement in their wills
Help clients ride out the storm with well-structured portfolios
Leverage these tips to address planning and income needs
Safeguard your client’s assets with an appointed monitor
Industry leaders create the culture that influences advisor behaviour
Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public
CEO Ken Rae sells his stake but stays on as key leader
The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma
Uncertain policy backdrop, divergence among central banks and risk of re-emerging inflation are forecast to shape the investing landscape
Here’s your helpful guide to advising clients on a complex estate sales process
High valuations and market concentration are headwinds for future returns
New review must be approached with urgency, transparency and a commitment to meaningful action, writes Harvey Naglie
A better solution is to start a compensation fund, writes lawyer Joseph Groia
Behavioural design is no silver bullet, writes Harvey Naglie