Jonathan Got

Jonathan Got is a reporter with Advisor.ca and its sister publication, Investment Executive. Reach him at jonathan@newcom.ca.

Market Insights

Canadians less interested in crypto assets, survey finds

Financial advisors less likely to recommend investing in crypto assets this year compared to last year

By Jonathan Got | November 30, 2023

1 min read

Market Insights

The 4% rule could be true in 2024

High bond yields and weak forecast for equities make conservative portfolios more attractive

By Jonathan Got | November 29, 2023

2 min read

Planning and Advice

A five-step process for building trust

Financial advisors must understand their clients' motivations before shaping their behaviour

By Jonathan Got | November 27, 2023

3 min read

Policy

Ottawa to introduce open banking legislation in 2024

Open banking could be a win for wealth managers

By Jonathan Got | November 24, 2023

2 min read

Industry

Ottawa begins consultations for Canada Disability Benefit

Experts want a straightforward eligibility criteria and clarity on provincial clawbacks

By Jonathan Got | November 20, 2023

3 min read

Market Insights

High-yield bonds outperforming investment-grade this year: FTSE Russell

End of zero-rate era has “profound” implications for fixed-income strategy

By Jonathan Got | November 17, 2023

2 min read

Your Business

Fewer than 1 in 5 U.S. investors use parents’ advisors

Advisors can build intergenerational relationships to retain clients' children

By Jonathan Got | November 14, 2023

1 min read

News

Conservatives table open banking bill in Ottawa

Private member's bill would force Liberals to move ahead with policy

By Jonathan Got | November 10, 2023

2 min read

Industry

iA Financial Q3 net income increased

Growth in wealth management and Canadian insurance activities led to the gain

By Jonathan Got | November 9, 2023

1 min read

Life

Help clients find lost bank accounts and insurance policies

Although there are tools to help, financial advisors still say it’s best to maintain updated information

By Jonathan Got | August 30, 2023

3 min read

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Tax & Estate

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Bare trusts: Is your client prepared for increased tax filings?

July 31, 2023|5 min read

Matt Trotta

Tax & Estate

RRSPs and estate administration

November 15, 2023|6 min read

RESPs and blended families

August 30, 2023|5 min read

Mark Rosen

Investments

Some energy firms are quietly separating their ESG businesses

September 15, 2023|3 min read

Beware the Canadian corporate champion

June 20, 2023|3 min read