Planning and Advice

Industry

3Macs signs deal to use Fidelity’s wealth platform

3Macs will use software from Fidelity Clearing Canada to manage its accounts.

By Staff |June 26, 2014

1 min read

Industry

OSC offers additional educational seminars

The OSC is adding two sessions to help Ontario registrants strengthen their compliance practices.

By Staff |June 25, 2014

1 min read

Economic Indicators

How longevity impacts financial plans

Canadians are living longer, and retirement plans should take those extra years into account.

By Staff |June 25, 2014

1 min read

Planning and Advice

The ABCs of cash flow planning: Y is for Yield

Each week, we look at the ABCs of cash flow management.

|June 23, 2014

2 min read

Planning and Advice

Use music to boost your productivity

The prospect of nine hours of white noise a day—whether it’s the TV on in the waiting room or chattering coworkers—is enough to drive many office workers crazy.

By Staff |June 23, 2014

1 min read

Planning and Advice

Help clients understand your role

Most people selling securities call themselves financial advisors. How does your client perceive your role?

By Bryce Sanders |June 23, 2014

3 min read

Planning and Advice

Cue a rate cut?

Falling interest rates could be bad for retirees

By Bryan Borzykowski |June 23, 2014

4 min read

Economic Indicators

Powering business with mobile devices

Mobile technology is having a boon to Canadian businesses, say 73% of firms surveyed by software company Sage North America.

By Staff |June 18, 2014

2 min read

Industry

Global asset managers changing strategies

More than three quarters of asset managers say they are embarking on a fundamental shift in their overall business strategy.

By Staff |June 18, 2014

2 min read

Industry

5 tips for better performance reviews

Almost all performance appraisals are painful and don't result in better results, says HR firm PI Worldwide.

By Staff |June 18, 2014

2 min read

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