Duane Ledgister likes alternatives for his business-owner clients
Some advisors are looking at GICs, short-term bonds, alternatives and mortgage products for clients
Maria Jose Flores was named the firm's president on May 3, and she plans to take the dealer to $50B in AUA
Brent Joyce has been hired as chief investment strategist and managing director of BPIC
Newly appointed executives will zero in on tax and retirement planning, intergenerational wealth transfer and social responsibility
However, gaps remain between what's important to retail investors and how well advisors are delivering
Advisors are still relatively positive about the tax-free first home savings account, despite not being able to use it alongside the Home Buyers’ Plan
Advisors need to consider several aspects, such as life expectancy and whether the client will spend or invest CPP and OAS
Canadian ETFs concluded the first quarter of 2022 with $14 billion in flows
Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers