Financial Advice & Planning News & Resources

Why fixed income is looking more attractive for investors

Fixed Income Funds

PM: Herd mentality a bigger danger than fees ETFs
Wealthsimple launches Roundup feature Market talk
Ontario's opposition puts embedded-commission ban in jeopardy Market talk
Fidelity launches dividend-factor funds Mutual Funds

Featured content

How to talk to clients before they tie the knot
Being candid with clients in serious relationships can help reveal or head off potential problems
Pot sector credibility boosted by Coca-Cola interest
Aurora stocks propel market but advisor warns that quarterly earnings will reveal serious players
Why Bitcoin regulation 'should be now'
3iQ chairman says it’s high time investors had access to fully regulated fund
Time to get in oil ahead of pipeline resolutions?
Energy investment expert says world needs Canadian crude, which is running at a heavy discount
Industry has better safeguards 10 years after financial crisis
A poll of Montreal CFAs reveals significant progress in risk management and client relations
Rising-rate reality starting to bite for Canadians
Canadians’ income and average net worth have increased, but the spectre of debt is growing stronger
Canadian small businesses 'stuck in neutral' against US, says CFIB
The group is urging measures to soften the blow of mounting costs and regulatory burden
Canada's 'zombies' are dragging down productivity
Study calls for an end to complacency
Most investors are buying into sustainability
Minority concerned about hindering returns

Business strategy Inspiring ambiverts in the workplace
Most of us aren't purely introverted or extroverted - so reaching all employees requires a more nuanced approach, writes Molly Moseley
Business strategy Five tips on how to stop being a helicopter CEO and scale your startup
Jumpstart your learning at the only conference dedicated to your most valuable resource - your people
Business strategy Don't get caught using any of these 10 bad phrases at work
10 unintentionally self-sabotaging bad phrases you should never say at work
Business strategy Everything you need to know about poaching top talent
Have you ever tried to nab an awesome worker from a competitor? Learn everything you need to know about how to poach top talent effectively

Industry news

Broadridge Broadridge unveils platform for meaningful client connections

Broadridge Smart Insights is the latest addition to Broadridge’s suite of integrated wealth management products

Broadridge Six ways digital wealth management is reinventing the lowly workstation

As their wealth grows, investors will look beyond robo-advisors to bionic advisors with desktops and devices that provide them with more data, insight and intelligence.

Broadridge The hidden cost of postponing innovation

In the midst of this pressure on creaking legacy systems, financial leaders are faced with many questions: which battle should I wage first? Should I update systems in-house with my own team? Or should I outsource them to a technology provider? And if so, which provider is the best for us?

Transcend Rising short rate doesn’t mean bond disaster

Of course, everyone knows that rising interest rates are bad for bonds, right? In reality, history shows a different conclusion concerning the impact of rising interest rates on a broadly diversified bond portfolio

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Wealth Professional 6.07

Wealth Professional Canada takes an in-depth look at eight tech tools that are revolutionizing the way advisors do business

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