Practice

Planning and Advice

Investing in a negative rate world

What happens when your clients have to pay the bank to hold their money?

By Bryan Borzykowski |March 3, 2016

4 min read

Planning and Advice

5 actions to reduce fraud risk

Tax season is prime time for thieves looking for the sensitive information needed to steal someone's identity.

By Staff |March 2, 2016

3 min read

Industry

Morningstar rates 20,000 funds for sustainability

To help investors evaluate funds based on environmental, social, and governance (ESG) factors, Morningstar has introduced a sustainability rating for about 20,000 funds.

By Staff |March 2, 2016

1 min read

Industry

MFDA opens nominations for regional councils

MFDA is looking for nominees to stand for election to its four regional councils.

By Staff |March 2, 2016

2 min read

Planning and Advice

How will Canadians spend their RRSP tax refunds?

One third of Canadians who expect to receive a tax refund after making an RRSP contribution will save or invest the money.

By Staff |March 2, 2016

1 min read

Planning and Advice

RRSP contributions hold steady from last year

RRSP contribution levels among Canadians have remained steady from last year.

By Staff |March 2, 2016

2 min read

Estate Planning

Ontario changed its bankruptcy laws, and it may affect your client’s home

Ontario has changed the law governing what bankrupt clients may keep, and what creditors may seize, to settle debts.

By Ted Michalos |March 2, 2016

6 min read

Planning and Advice

Request to die shouldn’t come from substitute decision maker

A Parliamentary report is unclear as to whether a patient's children, an advisor, or someone acting as a PoA would be allowed to witness a request.

By Staff, with files from The Canadian Press |February 25, 2016

6 min read

Planning and Advice

5 ways to protect your business

In spite of your efforts to get clients investing in RRSPs year-round, too many wait until the last minute to make their contribution.

By Camilla Cornell |February 24, 2016

2 min read

Planning and Advice

4 misconceptions about female clients, and what to do about them

Advisors fundamentally misunderstand female clients, and the result shows up in client satisfaction statistics.

By Staff |February 19, 2016

2 min read

← Previous 1 … 91 92 93 94 95 … 365 Next →