Financial Advice & Planning News & Resources

The reasons behind Ether Capital going public

Market talk

Could ESG investing lead to better returns? Socially Responsible Funds
How active approach and personal touch can win over clients Mutual Funds
Canada criticized for 'glacial' progress on tackling tax havens Market talk
Vanguard's ETF struggle illustrates active funds' challenges ETFs

Featured content

Why it might not hurt to invest responsibly
Past performance data for a newly developed ESG index sheds light on what investors could expect
Should OTC derivatives dealers, advisors face tighter regulation?
CSA is consulting on proposed rule changes
Automation is only going to work for banks if the data's good
New report says banks may be using unverified information
A CEO hitting the high notes for investors
When his parents received poor advice selling their farm, advisor vowed to make a difference through his work
Why emerging markets remain strong despite Trump's tactics
Expert working on only a 20% probability that countries will descend into a trade war
Toronto man jailed for defrauding senior
Victim paid $90,000 for securities he was told were worth $3 million
Survey reveals about-face in advisors' asset sentiment
The number of bullish Canadian investment advisors has declined significantly compared to the previous quarter
New association aims to empower Canadian tax-filers
Leading industry names have assembled to promote innovative methods in tax preparation
Canadian ETF assets crept upwards in March
New figures from CETFA shows triple-digit annual asset growth for three ETF providers

Opinion Every bit as good
Despite its volatility, Bitcoin makes for a compelling alternative asset, argue Fred Pye and Jack Tatar
Business strategy Do your staff need handshake lessons?
Donald Trump’s tug technique has put the spotlight on handshakes. Here’s how to ensure yours is a good one
Business strategy Why you should never encourage multi-tasking
You may think it’ll get things done faster but one expert says it actually leads to higher stress and worse overall results
Opinion A generation set up for failure?
Much like millennials have changed the way we work, soon they will change the way we lead. Hiam Sakakini suggests the old leadership development models will not work for this generation

Industry news

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

Transcend Stock sectors after rate hikes

While rising rates tend to signal stronger economic conditions and inflationary pressures, they can also have a meaningful impact on stock market sector returns

Transcend Shifting importance

Eventually this bull market will break its long winning streak but that does not mean you should be abandoning everything and running for the hills?

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Wealth Professional 6.03

What are the best ways for retail investors to diversify in 2018?

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