Opinion

Ottawa-based advisor Graeme D. Baird reflects on how his business has evolved to meet the changing needs of Canadians

A complicated investment is any one that the client doesn’t understand – and that can result in more downside than upside, writes Markus Muhs

The year to come will bring change for advisors. Dave Nugent offers three ways to grow your bottom line by embracing it instead of fighting it

The Know Your Product obligations proposed by the CSA have the potential to curtail choice to the detriment of consumers, writes Ryan Colwell

Michael Lee-Chin has been through more than a few turbulent markets over the course of his storied career. As a result, he now extols the importance of having a good mix of liquid and illiquid assets in your portfolio

Far too often a company’s shiny new branding strategy fails to live up to hopes and expectations. Jean-Luc Ambrosi explains the common reasons for failure, and what companies can do to get their branding strategies right

According to Karl Cheong of First Trust, the investment community can’t afford to ignore millennials, considering the major generational transfer of wealth that’s in the cards

Industry modifications designed to provide investor clarity don’t completely address every possible nuance, writes Carlo Cansino

The true measure of success isn’t in building your own book, writes Jason Nakhoul, but in helping young advisors learn to build theirs

Social media has become a part of our lives – and it can be a part of building investment portfolios, writes John Bowman