Practice

CE Course: After-tax returns: How to estimate the impact of taxes on ETF performance

COURSE SUMMARY Justin Bender and Dan Bortolotti of PWL Capital explain how to estimate the impact of taxes on ETF performance. Introduction If clients hold ETF investments outside registered accounts, taxes can take a big bite out of returns. Unfortunately, comparing the tax-efficiency of similar ETFs is difficult, because there is no standard method for […]

By Justin Bender and Dan Bortolotti |January 23, 2015

15 min read

Millennials need your advice

Millennials who are of modest means, but on the right path to greater wealth, represent a largely untapped opportunity for advisors looking for new clients.

By Staff |January 21, 2015

2 min read

IIROC may defer final CRM reforms

IIROC gets approval to apply final CRM reforms, but awaiting implementation deferral decision.

By Staff |January 19, 2015

2 min read

How to prep a business for sale

When it comes to selling a client’s business, timing matters.

By Mark Groulx |January 19, 2015

3 min read