-
Capital thinking
Ottawa-based advisor Graeme D. Baird reflects on how his business has evolved to meet the changing needs of Canadians
-
Keep investing simple
A complicated investment is any one that the client doesn’t understand – and that can result in more downside than upside, writes Markus Muhs
-
Change equals opportunity
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 law of unintended consequences
The Know Your Product obligations proposed by the CSA have the potential to curtail choice to the detriment of consumers, writes Ryan Colwell
-
The rules of wealth
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
-
Why branding strategies fail
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
-
Talking about my generation
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
-
CRM2 isn’t the full picture
Industry modifications designed to provide investor clarity don’t completely address every possible nuance, writes Carlo Cansino
-
The business of mentorship
The true measure of success isn’t in building your own book, writes Jason Nakhoul, but in helping young advisors learn to build theirs
-
A new age of wealth management
Social media has become a part of our lives – and it can be a part of building investment portfolios, writes John Bowman