News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
Be prepared to explain your fees to clients and prospects.
By Sarah Cunningham-Scharf |October 7, 2014
3 min read
Industry
BMO is adding a new discount series to its mutual fund lineup, among other changes to the structure of its funds.
By Staff |March 28, 2014
2 min read
Economic Indicators
Right now, Canadians have more than $1 trillion in individual retirement savings.
By Melissa Shin |February 19, 2014
Mackenzie Investments, Invesco and BlackRock are each launching funds for DIY investors.
By Melissa Shin |November 27, 2013
Advisor.ca live-tweeted the CSA Statutory Best Interest roundtable this morning.
By Staff |June 25, 2013
It's the topic that just won't go away. No one expects you to work for free, but the issue of how you get paid remains a hot topic.
By Staff |May 22, 2013
Some advisors are worried the surge of ETFs means the death of trailers. That’s wrong-headed. Instead, accept these six realities to create a mutually beneficial relationship with clients
By Jason M. Pereira |November 1, 2011
5 min read
As jurisdictions around the world consider banning embedded compensation, many Canadian financial planners point out that this long-standing arrangement benefits many clients.
By Staff |October 20, 2011
Establishing the compensation model for services rendered amounts to one of the most difficult decisions for members of any profession and normally flows from client preferences, the professional’s needs and his or her perceptions of the market. The professional needs adequate compensation while the client may or may not grasp the value of services rendered. […]
By Al Emid |January 25, 2011
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.