Services

Economic Indicators

Consumer spending slowed in March: TD report

Customer card data signal monthly slowdown in spending

By James Langton |May 4, 2023

2 min read

Industry

Why clients really fire their advisors

Fees and disappointing returns are rarely deal breakers

By Greg Meckbach |April 14, 2023

2 min read

Economic Indicators

Hope for recovery hinges on resilient services sector, report says

In previous recessions, services have been the stabilizer rather than the centre of the pain

By Mark Burgess |May 19, 2020

2 min read

Industry

Advocis offering help to small business owners

The association launched a free online service

By Maddie Johnson |March 30, 2020

1 min read

Industry

Toronto financial services could be P3 player: report

If your firm is part of Toronto’s financial services sector, policymakers might come knocking. That’s because Toronto’s financial sector is being touted as a uniquely positioned player to foster public-private partnerships (P3s), which are needed to address the growing global infrastructure gap, finds a report from Toronto Financial Services Alliance (TFSA) in collaboration with KPMG […]

By Staff |February 21, 2018

2 min read

Industry

Focus on seniors evident in industry services and research

Insights for advisors who serve seniors

By Staff |June 26, 2017

2 min read

Industry

New liability insurance for family offices

If you’re managing every aspect of your client’s financial life, you may be liable if something goes wrong, especially if you have a fiduciary relationship. Recognizing that, a Canadian insurer has launched a suite of insurance coverage specifically for family offices. “Family office directors, officers and executives face complex liability exposures,” says Cameron Rose, a […]

By Staff |November 9, 2016

2 min read