Practice

Planning and Advice

Canadians need help with goals, financial ruts

Pandemic uncertainty weighs on clients, recent polls suggest

By Staff |February 10, 2021

2 min read

Industry

Halfway through an SRO ban, ex-rep agrees to new suspension

An OSC enforcement action against a former rep has extended an existing suspension

By James Langton |February 9, 2021

1 min read

Advisor's Edge

Industry talk with new and veteran advisors

What attracted them to financial services?

By Michelle Schriver |February 5, 2021

2 min read

Advisor's Edge

How social networks influence investors

Even the best financial advice must contend with other sources of information

By Maddie Johnson |February 5, 2021

2 min read

Advisor's Edge

Beware of conflicts when working with couples

Dealing with a request outside your joint engagement

By Michelle Schriver |February 5, 2021

3 min read

Advisor's Edge

Client Confidential: Guelph family chooses the slower life

"We set out to create a local, sustainable, community-focused lifestyle that would also generate income"

By Susan Goldberg |February 5, 2021

3 min read

Advisor's Edge

Long-term care in the age of Covid, and beyond

The pandemic has made clients think about care options for themselves and their parents

By Susan Goldberg |February 5, 2021

9 min read

Advisor's Edge

Choose your foes wisely

Financial services are vulnerable to populism

By Mark Burgess |January 29, 2021

3 min read

Planning and Advice

Pension funds ride stock markets to solid gains

The median Canadian pension plan finished a volatile year with a 10% gain, a report from Northern Trust says

By James Langton |January 25, 2021

1 min read

Planning and Advice

Wary investors may require advisor support

Canadians have plenty of pandemic-related concerns, a Scotiabank poll has found

By Staff |January 25, 2021

2 min read

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