Financial Advice & Planning News & Resources

Vanguard bullish after 'disrupting' active space

Mutual Funds

How Canadian economy will be shaped by 'triple C' threat Market talk
Investor advocate wants banks’ internal ombudsman gone Market talk
When expenses from a defunct business are still tax-deductible Market talk
Brace for fintech war against banks, wealth managers told Market talk

Featured content

Your clients want you to be knowledgeable on ESG
Climate change, environment concerns 80% of Canadian investors
Global investment managers stable amid headwinds says Fitch
But traditional IMs may be more challenged than alternatives in 2019
From hard work to wealth-management success
Hustle, passion, and a helping hand put one woman on the path to a successful independent practice
Forget USMCA, oil is now our economy’s biggest headache
Portfolio manager assesses signing of new trade deal, the oil collapse and the BoC’s decision to sit tight on interest rates
'Interest rates could increase by 2-3% over next two years'
Leading economist says return to neutral level important in preparing for next slowdown
Blame longer-than-normal cycle for historic debt, says Poloz
The central bank governor highlighted the rising importance of mortgage debt on Canada’s financial stability
How will a Canada-US retirement showdown shake out?
An economist does a head-to-head analysis of the two countries’ retirement systems
Five tasks that wealth managers can delegate to an algorithm
A new white paper sheds light on robotic process automation and how it can change wealth management
Institutional interest in bond ETFs rising
A sea change in the bond market is pushing more large investors to consider fixed-income ETFs

Business Strategy Is too much flexibility killing productivity?
Are your employees taking a flexible work policy too far? Anna O’Dea offers some tips for getting productivity back without taking away a desirable benefit
Opinion Advising across generations
Providing holistic advice requires being able to speak candidly to all members of a family, writes Jamie Suprun
Business Strategy Creating a culture where innovation thrives
What does it take to embed a culture of innovation in an organization? Amanda Imber examines three key drivers
Business Strategy Transform your culture with these three simple steps
It’s about the actions you take as a business and putting your money where your mouth is in terms of reflecting how your team feels

Industry news

Provisus Wealth Management Bursting the High Volatility Bubble

2018 definitely feels volatile, but that may be due to how tame and placid 2017 was in comparison.

Provisus Wealth Management To help seniors we need to protect them

As our country gets older, it is going to put greater demands on a number of services including health, housing and support care for the elderly

Broadridge From traditional advisor to digital powerhouse in five steps

For advisors looking to improve their use of digital tools like AI, a recent report on harnessing data and technology to drive business, offers five steps to evolving from tech laggard to digital powerhouse

Provisus Wealth Management Playing it safe is risky

In the investment world it is very hard to foresee outcomes beforehand, so the final results can sometimes be surprising

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Wealth Professional 6.09

Wealth Professional Canada caught up with nine of Canada’s leading advisory teams to find out what has made them so successful

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