News and resources for Canada's top financial advisors
Industry
FINRA has censured and fined Macquarie Capital (USA) US$2.95 million. Find out why.
By Staff |January 6, 2016
2 min read
Planning and Advice
Identify which clients to focus on and which to let go
By Christopher Ambridge |January 6, 2016
4 min read
Self-described “black, lesbian, mother, warrior, poet” Audre Lorde once commented, “It is not our differences that divide us.
By Camilla Cornell |December 21, 2015
Sometimes the best way to confront a difficult topic is to laugh at it.
By Staff |December 11, 2015
3 min read
Make sure you only take on approved staff
By Jonathan Heymann |December 11, 2015
Vancouver-based couple needs advice on restructuring
By Dean DiSpalatro |December 9, 2015
14 min read
Bryan Borzykowski, Toronto-based business journalist, weighs in on how the Liberals’ financial changes will affect Canadians.
By Bryan Borzykowski |December 9, 2015
Your Business
Retail advisors can use a pension-style approach to optimize clients’ drawdown portfolios
By Graham Westmacott and Susan Daley |December 7, 2015
26 min read
Sun Life Financial is increasing its stake in an Indian insurer
By Staff |December 2, 2015
1 min read
Ontario clients trying to pay down debt are now protected from being charged exorbitant fees for debt-settlement help.
By Ted Michalos |December 2, 2015
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