Financial Advice & Planning News & Resources

Retirement spending is being overlooked, says advisor

The Frontline

Why snowbirds must know about US estate tax Market talk
Beware alternative investments that lean on leverage, says JPMorgan Alternative Investments
Artificial intelligence avenues that advisors can pursue Market talk
Woman's estate plan goes awry as third party lays claim to property Market talk

Featured content

Canadian ETFs end 2018 with nearly $160 billion
Net creations and end-of-year asset levels suggest an increased preference for fixed-income strategies
Investors see PE opportunity but margins need to improve
EY report highlights challenges for sector returns
Most Canadians would do this to save $150
With the cost of living rising consumers are getting smarter on how to save
Kovacs: Perfect time for gold and utilities ETFs
Harvest Portfolios CEO explains why investors should be attracted to defensive structure of new funds
'WP award helped us to stellar net-asset-gathering year'
Portfolio manager reflects on the impact Young Gun of the Year honour has had on his business
Building resilience against late-cycle risks
There’s no one sequence for a developed-market recession, and investors must be aware of risks for different scenarios
Should bond ETF holders fear falling angels?
Concerns over investment-grade bonds tumbling to junk status are escalating as economies and markets slow
IIROC publishes compliance priorities report
The concerns highlighted include cybersecurity, compensation-related conflicts, and disclosure issues
Fidelity offers new North American equity strategy
Investing in equity opportunities, the strategy blends a unique growth style with a focus on downside protection

Opinion Sinking into FAANGs
Everyone loves a tale of rapid market gains, but these headlines often miss the real story, writes Kimberley Short
Business Strategy Busy is not a badge of honor
Being busy isn't the same as doing meaningful work. Brian de Haaff explains how to do less of the former and more of the latter
Business Strategy Change your life with deliberate elimination
Aytekin Tank explains how paring down to just the essentials can transform both the way you do business and the way you live your life
Business Strategy Stop that 80-hour hustle
Starting your own business isn't easy - but it also doesn't have to involve endless hours of work. Aytekin Tank explains how and why to cut back

Industry news

Broadridge Legacy technology seen as biggest hurdle to digital transformation

AI will have the biggest effect

Broadridge The next-generation wealth advisor: harnessing data and technology to drive business

A roadmap and business case for wealth advisors looking to both realign and digitally transform their practices

Provisus Wealth Management Balancing risk & reward

When attempting to achieve higher returns, there are “no guarantees” except that you will be taking greater risks

Provisus Wealth Management Contentment or complacency?

The advisory industry is experiencing stable levels of profitability and continues to grow but at a rate slower than five years ago. This slowing will require changes in how firms are managed in order to build their bottom line

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Wealth Professional 6.10

From 0%-fee funds to cannabis stocks, Wealth Professional Canada takes a look back at the stories that shaped the investment world in 2018

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