News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
A great advisor is empathetic, but there’s such a thing as too much compassion.
By Melissa Shin |October 25, 2012
3 min read
Industry
The Canadian Federation of Independent Business (CFIB) is partnering with Payworks to offer its members exclusive discounted pricing on payroll services. Read: Small business owners more optimistic Clients that are CFIB members can choose from two plans. The Simple-and-Smart plan is for those with less than 10 employees. Meanwhile, the Flexible-and-Affordable plan is for members […]
By Staff |October 10, 2012
1 min read
The majority of U.S. advisors say the independent model's most attractive.
By Staff |October 4, 2012
The investment industry has to turn up the heat on high executive pay, says a new white paper by NEI Ethical Funds.
By Staff |October 3, 2012
2 min read
Market Insights
Public companies agree to let shareholders vote on executive compensation.
By Doug Watt |September 18, 2012
Investors are willing to pay premiums for fee accounts, finds an analysis from PriceMetrix.
By Staff |August 14, 2012
Advisors may soon have to justify how they get paid to clients, and could face disciplinary action if a regulator deems that structure inappropriate
By Melissa Shin |August 14, 2012
Tax News
Why business owners should pay themselves with dividends, not salary
July 24, 2012
Should advisors segment their fee structures?
By Suzanne Sharma |July 23, 2012
Living Benefits
Many employees place almost as much value on workplace benefits as they do on salary. In a 2011 survey asking Canadians if they’d forgo them for a $20,000 raise, 56% said they’d keep their benefits.
By Stuart Foxman |June 4, 2012
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