The lack of a structured follow-up when a client changes hands can leave the policyholder vulnerable
Why moving a 401(k) to a RRSP isn’t always tax-neutral
The U.S. withholds tax at source, which can cost your client thousands of dollars
Industry moves: New execs join SLI, Focus Wealth, CI Financial and Conquest
Plus, Designed Wealth adds advisor and inaugural taxonomy and transition planning council named
Technicals over fundamentals
Cheap funding, central bank support, rosy AI forecasts, FOMO and more have kept market valuations elevated — that won’t last forever
Product roundup: RBC iShares alliance rolls out five new ETFs
Plus, new emerging market, target-date and tech funds, and a raft of fund changes
News and resources for top financial advisors
