There could be fireworks at next month’s roundtable, but is there a compromise that suits everyone?
IIAC inducted a new crop of talent into the Hall of Fame. What a great night
Several recent reports from the Conference Board of Canada regarding retirement planning suggest financial advisors have a big opportunity in front of them.
The Harper government delivers average annual tax savings of $1,140 for Canadian couples with kids. The additional disposable income should be a boon for financial advisors.
What the banks can’t offer independents.
The global charity suggests such a tax would raise $74 billion. Never mind which side of the fence you sit, it does beg the question: Are you and your clients philanthropic enough?
Annuities, which are often misunderstood, can be an excellent way to fund the retirement of clients generating significant income over a short career.
Head of RBC Wealth Management in the U.S. loses bank's stake in world’s largest IPO.
A relatively unknown commodity in Canada as recently as five years ago, this newfangled concept is growing in stature due to the proliferation of the rich and super-rich.
Canadians apparently like to pay higher fund management fees than investors in the U.S.
If falling oil prices have advisors scrambling for ways to shield their clients, what hedge against the loonie’s own drop have they come up?