News and resources for Canada's top financial advisors
Est. 1998
Industry
After years of tepid growth, assets managed using responsible investment criteria jumped to $1 trillion as of Dec. 31, 2013, a 68% increase from the last RI survey conducted in 2011.
By Doug Watt |January 22, 2015
3 min read
Life
Those who like adventure need special insurance
By Grant Ostir |November 26, 2014
5 min read
Market Insights
Annuities can work, even in a low-rate environment
By Pierre Ghorbanian and Rohit Thomas |November 26, 2014
Economic Indicators
Geopolitical tension can be a major investment risk.
By Sarah Cunningham-Scharf |October 30, 2014
2 min read
Regulatory changes across the globe – combined with other risks – are placing increased pressure on traditional business models, and Canadian banks are not immune, according to EY’s annual risk management survey of major financial institutions.
By Staff |October 27, 2014
Online portfolio managers, or what many call robo-advisors, have seen wild success south of the border. And they're headed north.
By Melissa Shin |September 3, 2014
AGF Investments changing rating of the Harmony Non-traditional Pool.
By Staff |July 14, 2014
1 min read
Only 11% of Canadian audit committee members perceive cyber security to be a major company challenge, which compares to the U.S. at 27%.
By Staff |May 27, 2014
Picking a retirement community will determine your clients’ qualities of life for the rest of their years.
By Staff |April 25, 2014
The industry’s tolerance measures are inadequate
By Jason M. Pereira |January 17, 2014
4 min read
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