News and resources for Canada's top financial advisors
Est. 1998
Tax News
Factors to consider
By Doug Carroll |January 27, 2017
5 min read
Industry
Too slow, or not slow enough?
January 16, 2017
2 min read
While CSA hasn't yet decided to ban embedded commissions, it has mapped out how it'd do so in great detail.
By Staff |January 10, 2017
Advisor-class units will convert to common-class units in Q2 2017.
By Staff |January 3, 2017
Managing potential conflicts of interest is an important part of your job, as is meeting the compliance and disclosure requirements related to such conflicts.
By Katie Keir |December 16, 2016
3 min read
Almost all Canadian financial advisors (98%) see a shift toward a fee-based rather than commission-based practice, according to a survey report from Vanguard Canada. In fact, among advisors who’ve made the transition, 86% said it had a positive impact on client trust, with a majority indicating it also had a positive impact on revenue growth […]
By Staff |November 14, 2016
The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.
By Anne Manson and Doug Towill |November 10, 2016
22 min read
Assante Wealth Management and Stonegate Private Counsel, the wealth advisory divisions of CI Financial Corp., reached a record $37 billion in assets under management, the company said on Thursday. The results for CI Financial’s Q3 ending September 30 came amid headwinds from new regulations and pressures to change fees, Peter Anderson, CI’s chief executive, said […]
By Simon Doyle |November 4, 2016
What the industry is grappling with
By Staff |July 28, 2016
Planning and Advice
One of the questions advisors will be asking themselves more and more as they move towards complete transparency of fees is…How do I justify my fees to clients? The answer is simple. Below are six easy tips you can use when this sometimes uncomfortable but necessary conversation arises. Show them the money – Full, upfront […]
By Robert Abboud |October 27, 2009
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