News and resources for Canada's top financial advisors
Est. 1998
Industry
With a new approach to monitoring, advisors can deepen connections and help clients set and achieve new goals
By Maddie Johnson |September 29, 2023
3 min read
Planning and Advice
In a hypothetical scenario, a client and power of attorney are at odds
By Michelle Schriver |September 13, 2023
6 min read
Regulation
Investor misunderstood difference between advisory and discretionary accounts, court found
By James Langton |August 11, 2023
2 min read
At RBC, one-quarter of customers use points for mortgage, credit card payments
By Tara Deschamps, The Canadian Press |June 29, 2023
Financial planning can help ease inflation-fuelled anxiety, the research found
By Maddie Johnson |June 15, 2023
Without open banking, Canadians' data is at greater risk when they use unregulated apps
By Greg Meckbach |June 1, 2023
InvestorCOM, a vendor of Mackenzie Investments, had data exposed when hackers targeted a secure file transfer service
By Greg Meckbach |May 2, 2023
Advisor's Edge
A retired entrepreneur talks portfolio mechanics
By Allan Janssen |March 31, 2023
A hypothetical advisor faces performance pressure
By Michelle Schriver |March 31, 2023
4 min read
The regulator intends to be a credentialing body under the province's title protection regime
By Michelle Schriver |March 27, 2023
1 min read
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