Home Newspaper September 2018
September 2108 front cover

September 2018

News

Growing resistance to the MFDA’s plan to increase disclosure

NBF is making significant investments in Western Canada

Changes in CDIC coverage include new categories for RESPs and RDSPs

The low rate of RESP adoption is an opportunity for advisors to discuss the importance of education

The global financial crisis led to an unprecedented response from regulators that remains a work in progress

Advisors’ Report Card

Advisors focus on putting plans in place for both themselves and their clients, and need help from their firms to ensure they're headed in the…

How advisors rated their firms

Although many of the basic demographic metrics were relatively stable year-over-year, advisors experienced growth in AUM and productivity, thanks to solid equities markets and stronger…

There is significant trust among advisors that their firms are doing everything possible to keep important data secure

These rules have led to delays, confusion and too much information on clients' statements

Firms are making a concerted effort to provide the necessary support and software advisors need, but issues remain

Although advisors have complained for years about their back-office support, some firms have found the winning formula

Advisors are taking succession planning more seriously, but firms still have plenty to do to meet advisors' expectations

Building Your Business

After decades of helping clients plan for retirement, do you have a plan of your own?

The decision to make your exit now or wait five years isn't binary. Many variables could affect the outcome of your choice

Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans

Focus on Products

The outlook is strong for multi-family residential properties, which are benefiting from rising demand and short supply

Comment & Insight

Political branding - as practised by Donald Trump, Viktor Orbán and Doug Ford - is harming democracy