Advisor

Industry

Three compliance commandments to obey

Details on KYC, KYP and suitability

June 20, 2014

4 min read

Market Insights

A short-term approach to long-term returns

Covering Canada’s equity waterfront

By Jessica Bruno |June 20, 2014

6 min read

Industry

Majority worried about retirement savings

Only 1 in 10 Canadians are confident they will reach their retirement goals, finds an AGF Management Limited study.

By Staff |June 19, 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

Industry

CIRI elects new chair and directors

The Canadian Investor Relations Institute (CIRI) is appointing Meghan Brown chair of its Board of Directors.

By Staff |June 17, 2014

1 min read

Industry

Most advisors aren’t keeping up with tech

While advisors spend most of their time using computers, 56% say they don’t have integrated technology or processes in place to deliver a consistent client experience across their firm, finds a survey by SEI.

By Staff |June 6, 2014

2 min read

Planning and Advice

So you want to specialize?

You don’t want to be average. If you are, you’ll get lost in a sea of peers, which makes it hard to compete professionally and grow your business. One way to stand out is to focus on a niche client base.

By Suzanne Yar Khan |June 6, 2014

3 min read

Planning and Advice