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Create a stronger succession plan

Consider these approaches to maintaining excellent client relations

  • By: Katie Keir
  • March 10, 2017 September 4, 2018
  • 11:45

Interested in leveraged strategies? Be cautious

Most advisors avoid leveraged products and strategies, and there are two main reasons.

  • By: Katie Keir
  • March 10, 2017 September 4, 2018
  • 00:00

Two-time BoC challenge winners share rate outlook

Check out what these students recommended for the BoC's March rate announcement.

  • By: Katie Keir
  • February 28, 2017 September 4, 2018
  • 13:54

Buffett criticizes high-fee managers in annual letter

The tycoon offers three investment lessons.

  • By: Katie Keir
  • February 27, 2017 September 4, 2018
  • 00:00

Don’t miss important compliance reminders

Make time to review current and updated guidance.

  • By: Katie Keir
  • February 9, 2017 September 4, 2018
  • 16:00

Were they right? Geopolitical fears derail market call

A global recession has been incorrectly predicted many times.

  • By: Katie Keir
  • January 31, 2017 July 13, 2023
  • 00:00

Alternatives to 60/40 portfolios

The classic split is dated. How should you build and rebalance?

  • By: Katie Keir
  • November 25, 2016 August 31, 2018
  • 00:00

Nervous about Trump? Here’s what to watch

Portfolio manager Michael Greenberg explains which trends and markets investors need to watch.

  • By: Katie Keir
  • November 9, 2016 August 21, 2018
  • 00:00

Were they right? Contrary call for emerging markets pans out

An economist shows how forecasting works by revisiting one his predictions for 2016.

  • By: Katie Keir
  • November 7, 2016 August 21, 2018
  • 12:01

2 ways to bolster stress testing

Canada’s financial system isn’t immune to downturns, so risk management measures need to continuously evolve.

  • By: Katie Keir
  • November 4, 2016 August 21, 2018
  • 00:08
Sheltering

Rethink risk tolerance questionnaires

Automated tools can be useful

  • By: Katie Keir
  • November 4, 2016 September 7, 2018
  • 00:01

Help investors move away from Canada Savings Bonds

If the federal government axes the CSB program, clients would benefit, say experts.

  • By: Katie Keir
  • October 18, 2016 August 21, 2018
  • 11:00

How to manage risk before U.S. election day

Two experts break down what investors should be watching for leading into the election and what may happen afterward.

  • By: Katie Keir
  • October 14, 2016 August 21, 2018
  • 15:10
Young plant

Tap new client pools to make your mark

A young advisor Brandon explains how caters to a niche audience

  • By: Katie Keir
  • October 7, 2016 September 10, 2018
  • 00:08

Will CSA’s targeted reforms hurt clients?

CSA needs to clarify the benefits and costs of its proposed targeted reforms and best interest standard.

  • By: Katie Keir
  • October 3, 2016 August 21, 2018
  • 15:27

Domestic RI portfolios: Are they viable?

There’s pent-up demand for retail RI products. But investing globally in this space is key.

  • By: Katie Keir
  • June 2, 2016 August 21, 2018
  • 00:00

When buy-and-hold portfolios aren’t enough

Tips on how to leverage volatility

  • By: Katie Keir
  • May 13, 2016 September 7, 2018
  • 00:00

Can these students analyze stocks better than you?

A group of students recently won CFA Institute’s 2016 global research challenge. Their mentors share how the team came out on top.

When to use a client advisory board

Lessons from a U.S. advisor

Best ways to report on non-securities investments

CRM2 implementation is still underway, but regulators are already considering how to push for more transparency. Regulators could crack down on how non-securities investments are…

Miniature workers sitting on top of keyboard. Technology concept. Macro photo

Op-ed: Robos offer more support than you think

Don't underestimate the services of digital wealth firms

Can you offer monetary gifts to clients?

There are two main reasons you shouldn’t offer cash gifts.

  • By: Katie Keir
  • April 22, 2016 August 21, 2018
  • 15:28

Are firms responsible for advisor misconduct?

When advisors are fined by regulators but can’t pay, their firms aren’t responsible for picking up the tab. Philip Anisman, a Toronto-based securities lawyer, confirms…

  • By: Katie Keir
  • April 8, 2016 August 21, 2018
  • 00:07

Should clients use trust protectors?

Such appointments aren’t common, even though they can add an extra layer of security for settlors

  • By: Katie Keir
  • March 18, 2016 September 7, 2018
  • 00:10

Why advisors should care about insurance self-injury exclusions

Self-injury and disability claims related to mental illness are being scrutinized

  • By: Katie Keir
  • March 10, 2016 September 10, 2018
  • 14:59