What can advisors expect come 2030
A new report from a leading consultant gives advisors some good insight into the future of the investment management business.
Make your Boomer clients’ retirement years golden
With Baby Boomers entering retirement en masse, advisors need to find new ways to address their clients’ needs and manage expectations.
What makes a successful advisor? Listen
Is it the gift of the gab that can take an advisor to the top? Quite the opposite, says the chairman and CEO of one company that continues to grow its operations across Canada.
How to deliver exceptional service
Bad service damages your public perception, credibility and market reputation. In short, it reduces revenue and drives up costs. But, by focusing on the little things, you can go from a bad or average to excellent. Here’s how.
Rate drop opens door for advisors
With lenders cutting rates in the wake of the BoC’s announcement, what is the most prudent financial advice you can give your clients?
Firebombs, teargas and Greece finally votes on the EU deal
Parliament votes "yes" amid, or inspite of, protests.
BoC rate decision comes in
The Bank of Canada has lowered its overnight rate to 1/2 per cent.
Home bias hurts advisors a little more after deal
Iran deal may have scuttled oil price recovery in the medium and short-term and offers advisors the most compelling case for why home country bias could ruin returns given our oil dominated securities markets.
Fee-based advisors jump on Active ETF bandwagon
New data suggests Canadian investors are drawn to ETFs in big numbers in large part because they’re outperforming their passive peers.
Canadian golfers poised for RBC Canadian Open
Homegrown golfers and some of the biggest names in the sport are stepping forward for the upcoming RBC Canadian Open.