News and resources for Canada's top financial advisors
Est. 1998
Industry
Unsuitable recommendations for seniors highlighted in enforcement decision
By Staff |May 9, 2019
2 min read
Market Insights
How a leveraged ETF works
By Melissa Shin |May 12, 2017
3 min read
Most advisors avoid leveraged products and strategies, and there are two main reasons.
By Katie Keir |March 10, 2017
5 min read
Advisors may have the ability to offer clients direct online investing in mortgages within five years. That’s the hope of Lending Loop chief executive Cato Pastoll, who expects peer-to-peer lending in Canada to expand quickly into consumer lending like mortgages after such an evolution of the sector in the U.K. and U.S. “I’m hopeful it […]
By Simon Doyle |October 27, 2016
Advisor's Jessica Bruno has won an honourable mention from the Portfolio Management Association of Canada's annual awards for investment journalism.
By Jessica Bruno |May 26, 2016
Economic Indicators
Major banks are lobbying against new risk-calculation models that are being developed by global policy makers.
By Staff |May 25, 2015
1 min read
Planning and Advice
You must maintain an arm’s-length relationship to protect you and your client from impropriety.
By Jonathan Heymann |January 30, 2015
Life
Use immediate leveraging with insurance in a low-rate environment.
By Pierre Ghorbanian |September 22, 2014
BlackRock head Larry Fink says leveraged ETFs threaten the market’s structural stability and could “blow up” the funds industry.
By Staff |May 29, 2014
IIROC's guide reinforces advisors' obligation to explain borrowing-to-invest strategies when recommending them to clients.
By Staff |February 19, 2014
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