Cross-border issues a big concern
Sandra and Chris — Canadians who have moved to the U.S. — are concerned that their tax matters in both countries have not been handled…
Sandra and Chris — Canadians who have moved to the U.S. — are concerned that their tax matters in both countries have not been handled…
Lori Livingstone, private client portfolio manager with Toronto-based ScotiaMcLeod Inc., says there is one question a client seeking a financial advisor should ask before anything…
Pooled (group) RESPs
Prolotherapy — which can involve injections of the patient’s own body fluids into injured joints — is finding favour among baby boomers
You can help your clients manage the escalating costs of college and university with early planning
Improving your clients’ financial literacy should be a part of your advisory practice
Rather than just dumping information on the listener, your goal is to deliver a succinct message that intrigues that person enough to give you more…
Sending a regular selection of articles and videos from leading publications as a way of connecting with clients can be a valuable tool for building…
Get started with a reliable laptop computer, an Internet connection and cloud-based data backups
“Coach’s Forum” is a place in which you can ask your questions, tell your stories or give your opinions on any aspect of practice management.…
In Canada, we have either snow or bugs. Go ahead and do battle — just don’t burn the place down
Editorial
A massive shipping hub is taking shape near Regina, one likely to boost the province’s strategic importance
Halifax
The Conservatives had to rebuild themselves 15 years ago. Now, the parties on the left must do the same
A test group of 40 Montreal commuters will start using electric vehicles to carpool to work this month
Let’s not allow costly regulatory interference to undermine needed improvements
Taking advantage of mathematical certainties and the volatility term structure
Real bargains in the market are found when many stocks are trading very close to or below their book values
Dipping carefully into private mortgage pools can help boost fixed-income returns
With relatively low government debt, as well as proactive and successful central banks, these countries offer opportunities
Clients will have to get “comfortable with being uncomfortable” for the next while, says one fund manager
Gold shares have had higher returns over a 40-year period
New growth fund from AlphaNorth
Jeremy Siegel suggests focusing on high-dividend stocks, as well as on companies with low price/earnings ratios
The taxman is working with banks and others to do a better job of explaining the rules for TFSAs
Monique Gravel wants to boost performance at CIBC Wood Gundy by raising productivity and promoting a culture of excellence
TMX Select is expected to compete head-on with rival alternative trading systems such as Chi-X Canada and Alpha Trading Systems
InvesTank 888 is the second such network to become operational in Canada
Financial services firms could face massive payouts for claims ranging from employment issues to investment advice
The SRO has been much busier than usual through the first seven months of 2011, particularly when it comes to disciplining individuals
The new investment fund product advisory committee will inform the OSC’s development of policy and its operational work
The province is aiming to explore the consistency of its rules with those of other provinces
After selling a clutch of businesses, Jovian will have about $117 million in capital to explore prospective new investments
Critics say OBSI isn't transparent, does not act impartially
Staffing costs are driving most increases
Tweaking portfolios — not major surgery — may be required
Advisors surveyed for this year’s Report Card series report growth in their books and in their pay, but reeling markets may stand in the way…
Mid-level managers should be very approachable and have a solid understanding of the business
Although advisors surveyed for this year’s Report Card series say they are earning more than they did in the past few years, there’s still significant…
Despite a sputtering economy and many challenges along the way, advisors in all channels are continuing to add assets under management, intensifying their focus on…
Financial services firms are putting significant efforts into their diversity and inclusion strategies
Advisors across all industry channels report that they often struggle with out-of-date hardware, software that is not user-friendly, systems that aren’t well integrated or inadequate…
Consumer advertising and marketing support have a direct impact on a firm’s image with the public
In this time of economic uncertainty, clients are increasingly turning to financial advisors for help
Advisors are looking for the same marketing support, client communication material and business coaching from their mentors as they did during the height of the…
