Opinion

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

Buying a practice can be a frightening prospect for a young advisor, but it can – and should – be done, writes Meagan Balaneski

When investing in a volatile market, ignoring your emotions is a winning strategy, writes Nick Armet

Leading financial advisor explains how one conversation can open the door to new clients