Will seg fund providers make guaranteed income great again?

Despite steep rise in interest rates, segregated fund providers will likely proceed with caution to return to pre-2008 products, says planning professional

Capstone introduces new solution for faith-based investing

The boutique fund manager has launched the unique equity strategy for Christian clients

Canadian wealth firms partner to launch Shariah-compliant mutual fund

Mackenzie and Primerica are working together to provide a certified Shariah-compliant investing opportunity for Canada’s diverse investor community

Advice gap story has 'no real intellectual merit'

Independent advisor rebuts call to pull back on fee regulation, laments delay in TCR rule action

Afraid of an advice gap? It's already here, say investor advocates

Research warning of UK-style advice shortage for middle-market Canadians draws reaction

Seg fund fee changes could have unintended consequences, warns CEO

Middle market at risk of 'abandonment dynamic'

Could new regs stop you working with middle-class clients?

New report suggests learning valuable lessons from regulatory changes in the UK to avoid weakening options for millions of Canadians

Canadians with advisors feel more financially secure, survey shows

Poll reveals role of financial professionals in helping Canadian families facing economic and market concerns

Most middle-income Canadians feel they’re not making or saving enough

Survey reveals many have improved their financial situation, but others are still worried over financial goals

Sun Life's 4-pillars focus was right and 296% returns prove it

CEO Dean Connor says the financial services firm’s strategy has paid off