Your Business 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 Trending 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 Strategies Don’t rush to sell assets due to higher inclusion rate, experts say Determining how long the client was going to hold the asset is an important factor in the decision By Rudy Mezzetta |April 30, 2024 5 min read Products Emerge ETFs unitholder calls for greater oversight Investor decries lack of communication throughout cease-trade order, and recommends increased due diligence when choosing funds By Melissa Shin |April 29, 2024 6 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 Industry Desjardins using CapIntel Correlate for client education, CFR help Also, BDO releases AI for wealth management By Jonathan Got |May 2, 2024 2 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 Featured Columnists View all → → 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? 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 From Market Opportunities Amid Improving Economic Growth Balanced portfolio delivers over long term, multi-asset manager says. Featuring Michael Sager|April 22, 2024 From 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 From 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 → 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. Sponsored by Register Now and Get CE Credits We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy. I agree Read More