News and resources for Canada's top financial advisors
Planning and Advice
Webinars replace seminars as advisors look to demonstrate value
By Mark Burgess |April 13, 2020
2 min read
Technology
Tips for video-conferencing with clients
By Greg Dalgetty |March 31, 2020
3 min read
The report said regulators should consider the impact of easier credit, especially as it relates to mortgages
By James Langton |March 12, 2020
Five Canadian cities ranked in the top 100
By Staff |December 4, 2019
But innovation comes with risks, the Basel Committee warns
By James Langton |November 19, 2019
The tax on split income rules are viewed as highly complex
By Staff |November 12, 2019
1 min read
Advisor's Edge
Advisors weigh in
By Michelle Schriver |October 25, 2019
But be wary of your own power
By Gil Martinez |October 25, 2019
How technology and genetics will impact financial planning
By Mark Burgess |October 25, 2019
11 min read
UQAM professor Richard Guay will chair the scientific committee
By Staff |October 22, 2019
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