Financial Advice & Planning News & Resources

Robo competition feels like validation, says WealthBar CEO

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How new currency stands out from the cloud Market talk
The net-worth battle ground for advisors Market talk
How excessive tax fears can lead to portfolio paralysis Market talk
CSA announces priority areas to reduce regulatory burden for investment funds Market talk

Featured content

Alberta's middle class miss out on province's income-tax advantage
Poor and rich Albertans pay the lowest taxes in the country, but middle-income earners don’t
Wealth management helps Big Banks profits rise
Overall earnings increase in latest results
Canada's pipelines are outdated warn CIBC economists
Report says new capacity is needed to stay competitive
'You learn a lot from failure and I learnt a ton'
CFA Institute’s industry veteran reflects on painful career blip and why client relationships will drive the business forward
The return of value and small cap?
Rising interest rates mean momentum may no longer be the best exposure going forward
Leveraged cannabis ETF on the horizon
Firm targets summer announcement for new product
Managing client emotions amid market chaos now job one, say FAs
Survey respondents say a long bull market has made investors more complacent and less risk-tolerant
Why today’s Canadians may be slowly drifting towards retirement shortfalls
A broad trend away from saving could reinforce the case for enhancements to the CPP, argues one advisor
Which generation did the latest financial crisis hit hardest?
New research suggests people born in this decade had wealth levels 34% below where they should have been

Business strategy Seven simple ways to motivate your employees
Highly motivated employees tend to be more productive, better skilled, and more willing to grow and learn when compared to their unengaged counterparts. But how do you maintain a fun company culture, while also continuing to grow the business?
Business strategy How stress management can change your relationship with work
Stress is a part of life, so naturally, it’s part of our work lives
Business strategy The link between happy employees and productivity
Happier employees are more productive. If your workers aren't happy, use employee recognition to turn frowns upside down.
Opinion Where’s the love for energy stocks?
By turning their backs on the energy sector, investors are missing out one of the most lucrative investment opportunities in decades, writes Eric Nuttall

Industry news

Transcend Closing the gap

Dividend paying stocks have been very popular with investors in recent years due to weak returns in the bond market. That picture appears to be shifting in Canada for the first time in almost a decade

Transcend Are you a fiduciary?

The fiduciary standard is getting a lot of attention in the United States once again as the Department of Labour’s rule requiring advisors to act in the best interests of their clients was denied by an appeals court

Transcend Great expectations?

Asset allocation is one of the most important decisions investors will likely make. There are a number of risk factors related to the type of investments used as well as their mix which makes determining the appropriate capital market assumptions necessary

Transcend The times are changing

There is no way to have absolute clarity about how things will evolve, but there are several big picture items that advisors can begin to prepare to deal with

Current issue

Wealth Professional 6.05

A cross-section of Canada’s top portfolio managers share their views on active management, global diversification, recent market volatility and more

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