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insurance-protection

Do executors need insurance?

The growth of online estate planning resources makes it easier for beneficiaries to inform themselves about their entitlements

  • By: James Dolan
  • September 21, 2018 September 21, 2018
  • 12:00
Federal reserve building, Washington DC. USA.

Fed watchers seek hints about rate hikes beyond 2018

Trade tensions weigh on rates outlook

Robot holding a businesswoman

Canadian firms fall behind in AI adoption

Canada stacks up poorly on deployment of artificial intelligence

Healthy food ingredients in wooden box over grey background

What an increase in wholesale sales means for GDP

July's data beat expectations

  • September 24, 2018 September 24, 2018
  • 11:15
Business People Handshake Greeting Deal Concept

National Bank expands team with Calgary firm

The bank is prioritizing growth in Western Canada

  • By: Staff
  • September 24, 2018 September 24, 2018
  • 15:34
Federal Reserve Building

Fed rate, Canadian GDP numbers coming this week

What to watch for

  • By: Staff
  • September 21, 2018 September 24, 2018
  • 16:25
Checking monthly activities and appointments at the office

First Asset Investment Management to terminate 2 ETFs

Terminations expected to occur in December

  • By: Staff
  • September 24, 2018 September 24, 2018
  • 11:24
Magnifying glass highlighting investment stock quotes in business section of newspaper.

Mutual fund sales way down in August

Year-to-date net sales are also down from 2017

  • By: Staff
  • September 21, 2018 September 21, 2018
  • 12:19
Macro shot of a hand of a businessman signing or writing a document on a sheet of white paper using a nibbed fountain pen.

IIROC fines branch manager $17,500 for inadequate supervision of DSC fund trading

The advisor involved was fined in 2016

  • By: Staff
  • September 20, 2018 September 20, 2018
  • 15:51
Moving boxes in new house. Real estate concept.

Inform clients of eligible moving expense deductions

Tax savings could help offset the rising cost of relocation

Education school or business concept. Woman female student sitting on chair holding stack books. Back view grunge background

Clients interested in philanthropy? Become an expert

New designation for advisors revolves around gift planning strategies

  • By: Staff
  • September 20, 2018 September 20, 2018
  • 12:31
Kelley Keehn

Expert confidential: Kelley Keehn

Occupation: Financial literacy advocate, speaker and author of nine personal finance books. Consumer advocate for the Financial Planning Standards Council (FPSC) and member of the…

What financial concept don’t you understand?

Aaron Dalton, 44, Gamer and coder, Calgary From financial podcasts, I started hearing a lot about passive investing as a way to avoid mutual funds…

Help a business owner who experienced a data breach

The situation Your client calls in a panic, saying she noticed suspicious activity when using her computer, and fears her company may have suffered a…

Why young clients, in particular, need coaching

A generation of investors has never known a bear market