September 2018

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Stop losing talented advisors

How the industry can attract—and keep—more women

September 21, 2018

8 min read

Expert confidential: Kelley Keehn

Financial literacy advocate, speaker and author of nine personal finance books

By Susan Goldberg |September 21, 2018

3 min read

The way the whistle blows

Comparing the success of investor protection programs in Canada and the U.S.

By Al and Mark Rosen |September 21, 2018

4 min read

What financial concept don’t you understand?

We asked three clients

September 21, 2018

2 min read

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

4 min read

The (potential) future of advice reforms

Compared to what’s happening in Australia, CSA’s June missives are meek

By Melissa Shin |September 21, 2018

3 min read

Keep estate planning documents safe

A key consideration that’s often overlooked

By Margaret O’Sullivan |September 21, 2018

3 min read

Country of the month: Germany

Germany is the European Union’s economic powerhouse. The country has had 16 consecutive quarters of GDP growth—its longest upswing since 1991—and is enjoying its lowest unemployment rate since reunification in 1990. Germany’s solid growth has continued this year despite political challenges to Chancellor Angela Merkel’s leadership, with more jobs and higher wages driving consumer spending. […]

By Sharon Ho |September 21, 2018

5 min read

Estimating the cost of CPP additions for employees

Here’s what we can expect to pay under the new system

By Doug Carroll |September 21, 2018

3 min read

What is bubble theory?

Bubbles can build and burst at different intervals, or not burst at all

By Katie Keir |September 21, 2018

4 min read