Industry

Unease exists between clients and advisors: survey

Only 47% of polled clients said they had recommended their advisor to a family member.

By Staff |April 25, 2018

2 min read

IAP continues focus on embedded commissions, best interest

A ban on embedded commissions is one of seven key initiatives this year for the OSC’s Investor Advisory Panel, as listed in its 2017 annual report. The report summarizes the panel’s recommendations, activities, submissions, consultations and meetings during the calendar year, and provides a preview of the year ahead. The panel says in the report […]

By Staff |April 25, 2018

2 min read

Clients with mental health issues at risk of poor financial decisions

Annually, 20% of Canadians will experience a mental health or addiction problem, finds a 2011 research paper from the Mental Health Commission of Canada. And when Canadians reach 40, one-in-two have or have had a mental illness. Chances are your client will be one of those affected—and they may need your help to avoid poor […]

By Staff |April 25, 2018

2 min read

Primer on real assets risk

A look at infrastructure equity, real estate equity and real asset debt

By Katie Keir |April 24, 2018

4 min read