Advisor

MFDA combating falsification of client documents Fallback Image Decorative pattern

Industry

MFDA combating falsification of client documents

The MFDA is cracking down on falsification of client documents.

By Staff |February 1, 2017

1 min read

Get your HNW client out of legacy limbo Fallback Image Decorative pattern

Planning and Advice

Get your HNW client out of legacy limbo

Chances are your high-net-worth (HNW) client needs your help developing an inheritance plan. That’s because only 22% of HNW Canadians have such a plan, reveals research by RBC Wealth Management, conducted in collaboration with Scorpio Partnership. This lack is all the more alarming considering an estimated $400 billion is expected to be transferred to the […]

By Staff |January 31, 2017

2 min read

5 tips for competing as a small, independent dealer Fallback Image Decorative pattern

Industry

5 tips for competing as a small, independent dealer

Dozens of small firms have either gone out of business or been swallowed up by acquisitions in recent years.

By Simon Doyle |January 30, 2017

4 min read

Simple checklists not enough to assess advisor value Fallback Image Decorative pattern

Industry

Simple checklists not enough to assess advisor value

As investors receive more info about fees, they'll look for tools to help them decide if you're worth it.

January 27, 2017

3 min read