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Ethics, compliance factors to consider in referral arrangements

Ensure the professionals you partner with can deliver on their value propositions, industry vet says

By Noushin Ziafati |May 1, 2024

3 min read

Your Business

How to determine if it’s time to staff up

The ideal team size is different for every business, but clues are everywhere

By Allan Janssen |May 1, 2024

4 min read

Technology

How financial planning software companies are prepping for June 25

Advisors without access to new capital gains modelling are sharing Excel spreadsheets in the meantime

By Jonathan Got |April 29, 2024

4 min read

Regulation

OSC wants to see better advice from banks

The regulator also wants to toughen enforcement and focus more on DIY investors

By James Langton |May 3, 2024

3 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Expert Advice

Why investors should consider buffer ETFs

Find out why buffer ETFs can provide a solution in various market conditions.

Products

Sustainable fund flows lagged industry in Q1

Bond funds drove the positive net flow activity as assets hit record high, Morningstar finds

By James Langton |May 3, 2024

1 min read

Tax News

Federal budget 2024: What you need to know

All of Advisor.ca’s 2024 federal budget coverage in one place

By Staff |April 16, 2024

1 min read

Regulation

FSRA chief tapped for Ontario Energy Board

Proposed appointment still needs to be confirmed by legislative committee

By James Langton |May 3, 2024

1 min read

Economic Indicators

Energy inflation resurfaces, core stays stable: OECD

Weaker food prices help offset rising energy inflation

By James Langton |May 6, 2024

1 min read

Green bond issuance rebounds in Q1: Moody’s

New issue activity on track to meet US$950 billion full-year forecast

By James Langton |May 6, 2024

2 min read

Investments

ESG discussions with clients lacking, research suggests

Secret shopper exercise highlights the need to align client goals with appropriate investments

By Noushin Ziafati |May 6, 2024

2 min read

Featured Columnists

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Kevin Wark

Insurance

Income splitting revisited

April 15, 2024|4 min read

Doug Carroll

Tax & Estate

Shuttle strategies to boost tax-sheltered plans

April 9, 2024|4 min read

Mark Rosen

Investments

Handling corporate proxy fights

March 14, 2024|3 min read

What’s happening with Emerge ETFs?

A man inspects digital file with a magnifying glass.

Businessman reading document contract papers with magnifying glass at office desk, close up with selective focus

Businessman looking through a magnifying glass at documents.

Emerge ETFs unitholder calls for greater oversight

By Melissa Shin |April 29, 2024

OSC still overseeing Emerge Canada

By Melissa Shin |April 16, 2024

What we’ve learned from the Emerge ETFs saga

By Melissa Shin |March 25, 2024

All Podcasts →

A Fixed-Income Strategy to Weather Any Landing

Position portfolios for uncertain economic outcome, portfolio manager says.

Featuring Jeffrey Mayberry|April 29, 2024

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Market Opportunities Amid Improving Economic Growth

Balanced portfolio delivers over long term, multi-asset manager says.

Featuring Michael Sager|April 22, 2024

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What Advisors Need to Know About Budget 2024

HNW clients should plan now for the greater capital gains inclusion rate.

Featuring Jamie Golombek|April 17, 2024

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Preparing Portfolios for Potential Volatility

Private equity, 60/40 allocation can help address market uncertainty.

Featuring David Wong|April 8, 2024

From

Webinar

All webinars →

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What is the future of ESG?

Wednesday, May 8, 2024 at 1:00 pm ET

This virtual roundtable will discuss how ESG will adapt for the future and what investment products and themes could emerge.

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Featured Columnists

Kevin Wark

Doug Carroll

Mark Rosen

What’s happening with Emerge ETFs?

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Wednesday, May 8, 2024 at 1:00 pm ET

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