There are several tax-planning strategies that you and your clients should consider - from crystallizing capital gains and losses to maximizing charitable donations and TFSAs - as the end of 2018 approaches
Although advisors have complained for years about their back-office support, some firms have found the winning formula
Advisors at most of the insurance agencies in the Report Card gave passing grades for ongoing training initiatives
Some banks were praised for their ongoing training efforts, while others still have work to do
Issues with tech platforms and firms' lack of support for e-signatures were key reasons for advisors' dissatisfaction
Although 63.5% of advisors surveyed for the Report Card favour regulators addressing concerns surrounding the use of embedded commissions, opinions were split regarding the right approach: a ban or enhanced transparency