One fund provider launches; another pulls product
Brokers are facing changes to their potential product offerings, with two fund providers make key changes to their line-ups.
Ottawa’s new economic agenda
In an overwhelmingly show of support from Canadians a new party’s in charge and here’s what advisors, and their clients, can expect from Ottawa
Advisors: here’s how to capture this all-important client base
An annual study examining the financial wellness of men and women suggests women increasingly could be moving to a specific retirement product putting advisors on the outside looking in.
Execution: the holy grail of business?
It’s all well and good spending hours, days or months on putting a business plan into place, but if you fail when it comes to putting it into action then you’re back to square one. Cyril Peupion explains how to follow through on your strategy
Lamar Odom tragedy highlights importance of living wills
The tragedy offers a timely reminder for advisors on educating clients on the importance of estate planning and divorce, with Odom’s ex-wife, Khloe Kardashian now responsible for medical decisions on his behalf
Active beats passive over three-year period
The active versus passive debate is heating up once more with new data suggesting active managers are doing better than they have since 2009
Are Canadian investors shedding their training wheels?
Canada’s investors have followed a very predictable path for generations; but those days are changing, says one leading investment analyst
Advisors’ three must do’s for success
New findings suggest there are three things advisors can do to immediately supercharge their businesses and you won’t believe what they are
Far out Friday: Chinese investors getting aggressive with advisors
Advisors sharing lacklustre returns can expect clients to stare daggers but not to pull out a blade. Well, until now
Does the next wave of young advisors have the Right Stuff?
As the new crop of advisors enter the financial market, the question remains – is the aptitude and work-ethic there to ensure that the torch can be passed down from the departing Baby Boom generation?