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Economic Indicators

Global upheaval to continue into 2016

Going into 2016, investors should expect muted returns and a dip in global growth.

By Staff |October 2, 2015

4 min read

Economic Indicators

Economy more productive than you think, says expert

Canada ranks highest when it comes to productivity, out of the G7 countries, says market expert.

September 30, 2015

3 min read

Industry

Tips for U.S. clients on renouncing citizenship

There's a record number of Americans in Canada, and many are considering cutting their U.S. ties. Here's how to help these clients plan tax-efficiently.

June 22, 2015

3 min read

Industry

Should clients use trust protectors?

The use of protectors isn't common in Canada. So, in most cases, our tax laws don't currently address how they should be used.

June 19, 2015

3 min read

Industry

Understand how doctors assess mental capacity

As clients age, and as they pass on their wealth, you may need to keep an eye out for hints of incapacity.

May 13, 2015

2 min read

Planning and Advice

5 productivity and tech tips from the Advisor newsroom

Save time and keep organized at home and in the office

By Jessica Bruno |April 8, 2015

3 min read

Economic Indicators

Why clients need to adjust return expectations

World economic growth is fragile, and will continue to be for some time.

By Staff |January 6, 2015

3 min read

Economic Indicators

Advisors must boost clients’ financial knowledge: Rooney

Less than two-thirds of Canadians are confident about their financial knowledge, according to Statistics Canada’s Canadian Financial Capability Survey. And that figure hasn’t changed since 2009, when it was about 60%, said Financial Literacy Leader Jane Rooney at an Economic Club event on December 10. She added the preliminary results of this year’s survey show […]

December 11, 2014

5 min read

Economic Indicators

U.S. economy isn’t as strong as you think

The U.S. shouldn't be considered the star of the global economy.

November 25, 2014

5 min read

Industry

Regulators won’t stop at CRM2

Advisors can’t fight regulatory change.

November 12, 2014

5 min read