Clients with real estate portfolios holding fire on expansion plans in light of a potential interest rate hike on January 17, says advisor Victor Godinho
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Hot housing markets are providing new options for Canada’s boomers to handsomely pad their retirement nest eggs
Want to bring in new investors? We spoke to five advisors about some “outside the box” ideas
Financial literacy continues to be an important discussion for industry professionals. That’s because Canadians aren’t very savvy when it comes to money. Here’s one app that’s trying to help break through disconnect.
By now most are aware that IIAC has asked IIROC for a six-month extension on the final implementation of CRM2. Already more than two years in, does it really make sense to prolong the process until the end of 2016?
Several recent reports from the Conference Board of Canada regarding retirement planning suggest financial advisors have a big opportunity in front of them.
With the growing popularity of Apple Pay and other digital wallets, the temptation to tap, tap, tap, is overwhelming. Is it time to sit your clients down for ‘the talk,’ no matter how experienced they are?
What do advisors need to think about before taking time off this summer?
