News and resources for Canada's top financial advisors
Planning and Advice
Chances are if one of your clients is getting a divorce, it’s his first time going through a marital split. In that case, he won’t be familiar with what happens to his assets in the divorce.
By Staff |March 13, 2015
1 min read
Estate Planning
If your clients have rose-tinted ideas about inheriting windfalls from their parents or grandparents, these inheritance nightmares that will set them straight.
Economic Indicators
Identity theft in Canada at an all-time high.
By Staff |March 11, 2015
Many executives may be undervaluing a perk their workforce wants most, suggests a survey by Accountemps.
Industry
OSC’s Investor Advisory Panel urges for review of advisors' risk assessment practices in new report.
By Staff |March 10, 2015
2 min read
International Women’s Day is March 8, and it’s an occasion we dread at the Advisor office.
By Jessica Bruno |March 6, 2015
With CRM 2, clients want better answers to more questions
By Dean DiSpalatro |March 6, 2015
6 min read
Sander Steer is Chief Operating Officer at Sponsor Energy Inc.
March 6, 2015
If past clients decide leaving was a mistake, ensure you lay out ground rules for the new relationship.
8 min read
Compliance Roundup
4 min read
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