News and resources for Canada's top financial advisors
Est. 1998
Life
Par life accounts eventually benefit from higher interest rates
By Greg Meckbach |June 21, 2023
Technology
Firm uses AI to select products and identify clients at risk of leaving
Industry
Ottawa is trying to prevent forced labour in supply chains through further transparency, an RIA conference speaker said
By Greg Meckbach |June 20, 2023
Deal adds investment counsel portfolio managers to Canada Life
By Greg Meckbach |June 13, 2023
Planning and Advice
There’s more to ESG discussions than asking investors what they want to avoid
By Greg Meckbach |June 8, 2023
Without open banking, Canadians' data is at greater risk when they use unregulated apps
By Greg Meckbach |June 1, 2023
Clients now get protection for at least 90% of their death benefits, seg fund guarantees and other coverages if their life insurer fails
By Greg Meckbach |May 29, 2023
The breach, which affected clients of InvestorCOM, has compromised information related to Empire Life's seg funds and mutual funds
By Greg Meckbach |May 25, 2023
Ban should apply in provinces that have yet to announce it, regulators say
By Greg Meckbach |May 19, 2023
InvestorCOM, a vendor of Mackenzie Investments, had data exposed when hackers targeted a secure file transfer service
By Greg Meckbach |May 2, 2023
Advisors should “show a less rosy picture” than the DSIR
By Greg Meckbach |April 28, 2023
Living Benefits
One in 10 Canadians, many lacking employer-sponsored disability coverage, work in the gig economy
By Greg Meckbach |April 26, 2023
Final rules for a ban beginning June 1 were sent to the finance minister for approval
By Greg Meckbach |April 19, 2023
Products
New ETFs give exposure to short-term treasuries, Big 6 Canadian banks, and the hospitality and travel industry
By Greg Meckbach |April 14, 2023
Fees and disappointing returns are rarely deal breakers
Supervision framework “largely based on delegation to upline agents,” regulator alleged
By Greg Meckbach |April 6, 2023
The product category saw healthy inflows last month as they remain under scrutiny by OSFI
By Melissa Shin and Greg Meckbach |April 6, 2023
Manulife and Canada Life heads still saw their total compensation rise
By Greg Meckbach |April 4, 2023
CIBC released more U.S. CDRs and Horizons is closing an emerging markets ETF
By Greg Meckbach |March 31, 2023
Advisor's Edge
Founder moves from solving math problems to advisor problems
November 28, 2023|4 min read
December 15, 2023|2 min read
October 25, 2023|3 min read
December 20, 2023|3 min read
October 23, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
Investments
December 15, 2023|3 min read
September 15, 2023|3 min read
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