Financial planning

Many worry about precarious finances amid second wave Many worry about precarious finances amid second wave

Planning and Advice

Many worry about precarious finances amid second wave

A pair of surveys examined how Canadians are faring financially during the pandemic

By Mark Burgess |October 27, 2020

2 min read

IIAC says proposed title rules shouldn’t apply to dealers regulated by SROs IIAC says proposed title rules shouldn’t apply to dealers regulated by SROs

Industry

IIAC says proposed title rules shouldn’t apply to dealers regulated by SROs

The industry group made the case against duplication in its submission

By James Langton |October 27, 2020

1 min read

As investor priorities shift during pandemic, advisors must follow Fallback Image Decorative pattern

Industry

As investor priorities shift during pandemic, advisors must follow

A survey found short-term planning is becoming more important

By Mark Burgess |October 26, 2020

2 min read

More clients want to age at home Fallback Image Decorative pattern

Planning and Advice

More clients want to age at home

A survey suggests the pandemic has influenced perceptions of long-term care

By Staff, with files from The Canadian Press |October 14, 2020

2 min read