Education

Poll reveals how advisors can help anxious investors Fallback Image Decorative pattern

Industry

Poll reveals how advisors can help anxious investors

If your client is struggling with investment anxiety, you can help. Read: Investors want more from advisors: survey A BCSC investor poll says more than a third of respondents (39%) don’t read their investment statements because doing so causes them anxiety. Further, 36% say they feel overwhelmed when trying to make investment decisions. But, in […]

By Staff |January 24, 2018

1 min read

IIROC continuing education rules are here Fallback Image Decorative pattern

Industry

IIROC continuing education rules are here

For IIROC registrants, the new year comes with new continuing education (CE) rules. The SRO confirmed in a release that the new rules will be effective Jan. 1, 2018, when the CE cycle will move from a three-year cycle to a two-year cycle. Read: Digging into IIROC’s proposed CE requirements Changes from the March 2017 […]

By Staff |November 30, 2017

1 min read

How investor education fails your clients Fallback Image Decorative pattern

Industry

How investor education fails your clients

And how you can help them succeed

By Mark Yamada |November 24, 2017

4 min read

Why you should start RESP conversations early Fallback Image Decorative pattern

Industry

Why you should start RESP conversations early

It’s possible that many of your clients’ children do not have RESPs. In 2014, Statistics Canada found that only 48.5% of children had received the Canadian Education Savings Grant (CESG), which is calculated based on contributions made to RESPs. Further, a non-government survey published by the Bank of Montreal in the same year found that […]

By Bernard Viau |October 26, 2017

5 min read