Advisor education

Planning and Advice

How to find good research: Advisors share top tips

How much time do you spend researching stocks, or different portfolio construction methods?

By Dean DiSpalatro |December 12, 2014

8 min read

Industry

Why you may need a robo-advisor

An in-house robo-advisor may be your best friend when it comes to capturing the DIY investor.

December 10, 2014

4 min read

Industry

Canada’s wealthiest people are…

In the past year, Canada’s wealthiest citizens added $25 billion to their total wealth.

By Staff |November 21, 2014

1 min read

Planning and Advice

CSA releases Fund Facts mock-up for investors

The Canadian Securities Administrators have released a sample Fund Facts document to help investors understand their mutual funds.

By Staff |November 5, 2014

1 min read

Economic Indicators

Clients reveal why they picked their advisors

Three-quarters of business owners surveyed by Manulife say they picked their advisors because they trusted them to act in their best interests.

By Staff |October 15, 2014

1 min read

Planning and Advice

Working late is impossible at this disappearing office

Most people wish at some time or another that their offices would just disappear, along with their responsibilities.

By Staff |October 10, 2014

1 min read

Industry

Online insurance education platform launches

LOGiQ3’s Underwriting Training Program is now available online.

By Staff |October 10, 2014

1 min read

Industry

Should advisors here follow U.K. and Australia?

It’s been more than one year since the U.K. and Australia implemented regulatory changes for advisors, including banning embedded commissions and acting in the best interest of clients.

By Suzanne Sharma |October 3, 2014

2 min read

Industry

New program helps wealthy families manage money themselves

A new program at the University of Toronto's Rotman School of Management will help wealthy families manage their own money.

By Staff |October 3, 2014

1 min read

Planning and Advice

Make the most of your memory

Feeling forgetful? It’s not your fault—our brains weren’t designed for modern life.

By Staff |September 26, 2014

1 min read

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