Site Map for April 2018

Date
Title
Apr 30, 2018
Advisors still crucial for distribution: Co-operators
Apr 30, 2018
What clients need to know about pet insurance
Apr 30, 2018
How failure to engage will lose you clients
Apr 30, 2018
Why companies should clear portfolio surplus now
Apr 30, 2018
Self-directed investors increasingly seeking guidance: report
Apr 30, 2018
Investors saved over US$4 bn in fund fees last year: Morningstar
Apr 30, 2018
Dynamic Funds reduces fees on global equity private pool
Apr 30, 2018
Don't moan about taxes, we’re doing OK compared to others
Apr 30, 2018
Canada's biggest pension funds are backing pot stocks
Apr 27, 2018
Acquisition was best move for benefits provider, says CEO
Apr 27, 2018
What employers need to know in long-term disability insurance cases
Apr 27, 2018
Executive's 'euphoria' at record tech IPO
Apr 27, 2018
Pipeline clashes highlight ESG indigenous issues
Apr 27, 2018
75% of Canadian active managers beat the market in Q1: report
Apr 27, 2018
Venture capitalists give verdict on blockchain
Apr 27, 2018
Millennials dreaming of home ownership, but not making plans
Apr 27, 2018
Evolve announces launch of new innovation index ETF
Apr 27, 2018
Canadians think they know more about finance than they do
Apr 27, 2018
These Canadians are leading wage gains so far in 2018
Apr 26, 2018
Passion fuels rise from cold calls to top career
Apr 26, 2018
Why blockchain is a "bubble" that will be replaced
Apr 26, 2018
Why advisors must change job description to survive
Apr 26, 2018
Common financial pitfalls facing retirees
Apr 26, 2018
Canadian VC posts billion-dollar first quarter: PwC
Apr 26, 2018
Advisors need more support on mental health says industry leader
Apr 26, 2018
Efficiency, innovation will help FIs win says Moody's
Apr 26, 2018
Successful organizational change is easier than you think: Part 2
Apr 25, 2018
Do your staff need handshake lessons?
Apr 24, 2018
Why pot industry is heading for a meltdown
Apr 24, 2018
Could US soon be Canada's tax haven?
Apr 24, 2018
Is life insurance still sold not bought?
Apr 24, 2018
Work-provided disabillity coverage on the decline: RBC
Apr 24, 2018
The benefits of life combination policies
Apr 24, 2018
Why advisors need new performance markers
Apr 24, 2018
How low-income Canadian seniors had their monthly benefit suspended
Apr 24, 2018
Institutional investors turn to ETFs for versatility
Apr 24, 2018
Tributes paid to Invesco employee who died in Toronto attack
Apr 24, 2018
BC government announces real estate tax evasion crackdown
Apr 24, 2018
Successful organizational change is easier than you think: Part 1
Apr 24, 2018
Trump’s trade war and the future of US equities
Apr 24, 2018
Are you a fiduciary? Everything you should know
Apr 23, 2018
Staying nimble to benefit from US corporate tax cuts
Apr 23, 2018
Advisors dismayed at report on banks' sales tactics
Apr 23, 2018
Why investors must break shackles of home bias
Apr 23, 2018
CSI backs regulation of financial planners
Apr 23, 2018
Acclaimed author explains route to success for advisors
Apr 23, 2018
Women want to live longer — but are afraid to outlive their wealth
Apr 23, 2018
"Lacklustre" start but 2018 should improve says Poloz
Apr 23, 2018
Mutual funds AUM reached $1.48 trillion last month
Apr 23, 2018
French brokerage acquires Toronto-based group benefits specialist
Apr 23, 2018
Strong digital presence vital for advisors in life insurance space: study
Apr 23, 2018
How Canadians can prepare for extreme long-term care expenses
Apr 23, 2018
Why NEO Connect deal is "game-changer" for advisors
Apr 23, 2018
Asset management firm accused of breaking sales rules
Apr 23, 2018
MFDA launches consultation on expanded cost reporting
Apr 23, 2018
What it means to be a financial planner
Apr 23, 2018
FPSC releases 2017 enforcement report
Apr 23, 2018
Court backs FSCO over BDMC syndicated mortgage action
Apr 23, 2018
BC partners, Ontario Teachers behind $5.125bn GFL recapitalization
Apr 20, 2018
Great-West Life announce latest acquisition
Apr 20, 2018
Universal drug coverage will hit taxpayers, say insurers
Apr 20, 2018
How defined-benefit life insurance puts the risk on consumers' shoulders
Apr 20, 2018
Cystic fibrosis advocacy group calls OHIP+ 'a disturbing waste'
Apr 20, 2018
The reasons behind Ether Capital going public
Apr 20, 2018
Could ESG investing lead to better returns?
Apr 20, 2018
How active approach and personal touch can win over clients
Apr 20, 2018
Canada criticized for 'glacial' progress on tackling tax havens
Apr 20, 2018
Vanguard's ETF struggle illustrates active funds' challenges
Apr 20, 2018
Why it might not hurt to invest responsibly
Apr 20, 2018
Should OTC derivatives dealers, advisors face tighter regulation?
Apr 20, 2018
Automation is only going to work for banks if the data's good
Apr 19, 2018
A CEO hitting the high notes for investors
Apr 19, 2018
Why emerging markets remain strong despite Trump's tactics
Apr 19, 2018
Toronto man jailed for defrauding senior
Apr 19, 2018
Survey reveals about-face in advisors' asset sentiment
Apr 19, 2018
New association aims to empower Canadian tax-filers
Apr 19, 2018
Canadian ETF assets crept upwards in March
Apr 19, 2018
Every bit as good
Apr 19, 2018
FPSC welcomes proposed restriction for "financial planners"
Apr 19, 2018
VC investment in Canada is approaching a new high
Apr 19, 2018
Do your staff need handshake lessons?
Apr 18, 2018
When critical illness coverage proves its worth
Apr 18, 2018
Insurers can now predict life expectancy through a selfie
Apr 18, 2018
Product ID numbers open door for cannabis coverage in group plans
Apr 18, 2018
How hedging can help investors avoid a "slap in the face"
Apr 18, 2018
Canadian pot company expands into Colombia
Apr 18, 2018
IIAC voices support for regulation of financial planners
Apr 18, 2018
How advisors can set their clients up for retirement success
Apr 18, 2018
Is it time to consider commodity ETFs?
Apr 18, 2018
NEO Exchange accepts Maple Leaf for listing
Apr 18, 2018
US stocks: money to be made after choppy summer?
Apr 18, 2018
Canada's growth won’t exceed the US after all says IMF
Apr 18, 2018
Blockchain likely to take a bite out of big bank profits
Apr 18, 2018
Top Service Providers 2018
Apr 17, 2018
What sectors will slump during late-stage bull market?
Apr 17, 2018
Start-up CEO: Cryptocurrency will become mainstream
Apr 17, 2018
More indebted Canadians see trouble ahead as interest-rate tide rises
Apr 17, 2018
Why Facebook's fall didn't stun ESG-watching funds
Apr 17, 2018
Commodities' time may have finally come, says WisdomTree
Apr 17, 2018
Do you intend to invest in cryptocurrency?
Apr 17, 2018
"If you harm investors you will pay the penalty," says IIROC chief
Apr 17, 2018
Global wealth manager believes this crypto will convert skeptics
Apr 17, 2018
Why you should never encourage multi-tasking
Apr 16, 2018
"Heartache and tears" ahead in booming pot industry
Apr 16, 2018
Almost three times as many investors back pot over cryptos
Apr 16, 2018
This is about more than a pipeline say business leaders
Apr 16, 2018
Why portfolio managers must be more sophisticated
Apr 16, 2018
The investment thinking that separates Canadians from the US
Apr 16, 2018
The advantages of DIY investors over fund managers
Apr 16, 2018
MFDA pushing forward with membership-disclosure policy
Apr 16, 2018
Insurers need to learn from Equifax hacking case: CLIEDIS
Apr 16, 2018
NDP MP issues call for Ottawa investigation of opioid manufacturers
Apr 16, 2018
Young Guns 2018
Apr 13, 2018
Consumer fairness guideline simple common sense: broker
Apr 13, 2018
When selling life insurance to a client's parents makes sense
Apr 13, 2018
Scotiabank says global growth is solid despite trade fears
Apr 13, 2018
These issues could reduce returns for oil industry investors
Apr 13, 2018
Why advisors are wrong to dismiss cryptoassets
Apr 13, 2018
FTSE Russell promises more innovation in Canada
Apr 13, 2018
Why robo rise means advisors must be honest about value
Apr 13, 2018
Financial advisors stressed out but satisfied
Apr 13, 2018
IIROC issues warning on investment dealer impostors
Apr 13, 2018
IFSE Institute launches career-exploration tool
Apr 12, 2018
BMO Global Asset Management portfolio manager speaks out on BoC’s rate strategy
Apr 12, 2018
Price war: advisors who ignore profitability 'playing with fire'
Apr 12, 2018
Is it time to pare back on tech stocks?
Apr 12, 2018
A portfolio manager with a social conscience
Apr 12, 2018
No fee pressure for elite FAs: Pershing
Apr 12, 2018
Seniors' biggest financial regret: not saving enough while young
Apr 12, 2018
Invesco files preliminary prospectus for US equity ETF
Apr 12, 2018
A generation set up for failure?
Apr 12, 2018
How this daily occurrence is draining your productivity
Apr 12, 2018
This province is slowest for filing their taxes
Apr 12, 2018
Bullish sentiment plunges as tech disappoints
Apr 11, 2018
Is it time to ditch millennial stereotypes?
Apr 11, 2018
Why pipeline squabbles are hurting the TSX
Apr 11, 2018
Tax warning for Uber drivers and Airbnb landlords
Apr 11, 2018
How advisors can win new Canadians' trust
Apr 11, 2018
Charity tax shelter schemes cost Canadians $7 billion in lost deductions
Apr 11, 2018
The underlying risk factors in target-date funds
Apr 11, 2018
What you need to know about ultra-short bond funds
Apr 11, 2018
Is Canada becoming a less competitive place to invest?
Apr 11, 2018
Hedge fund managers are feeling pretty good
Apr 11, 2018
Google deal nothing to fear for advisors, says La Capitale
Apr 11, 2018
Online life-insurance buyers looking for less pressure: LIMRA
Apr 11, 2018
Price-markup schemes linked to arrival of 'pharma bros'
Apr 10, 2018
iA Financial announces acquisition of MGA
Apr 10, 2018
Advisors urged to help Humboldt Broncos cause
Apr 10, 2018
Mackenzie fined for excessive spending
Apr 10, 2018
Why educating millennials about risk is crucial
Apr 10, 2018
FAs move to seek freedom and serve clients better: study
Apr 10, 2018
Why emerging-markets exposure still makes sense
Apr 10, 2018
Brightspark opens platform to accredited investors
Apr 10, 2018
Your clients' behaviour has changed, IIROC is responding
Apr 10, 2018
New direct clearing model launched for buy-side firms
Apr 10, 2018
What keeps Canadian employees awake at night?
Apr 10, 2018
Advocating for advisors
Apr 09, 2018
Common mistakes when filing your tax return
Apr 09, 2018
Why small caps offer big opportunities for investors
Apr 09, 2018
Fintech, housing market slowdown challenge Canadian banks
Apr 09, 2018
The building blocks of a solid wealth-management business
Apr 09, 2018
Why ESG investment is the ultimate contrarian play
Apr 09, 2018
Co-operators Group announces 2017 results
Apr 09, 2018
BC announces extra-billing crackdown on healthcare practitioners
Apr 09, 2018
Oxycontin manufacturer seeks to appeal decision against $20m settlement
Apr 09, 2018
Why investing in GTA condos is about to get tougher
Apr 09, 2018
Kinder Morgan pulls back on Trans Mountain project
Apr 06, 2018
How should portfolio managers deal with a trade war?
Apr 06, 2018
How are cryptocurrency profits taxed?
Apr 06, 2018
'New framework must put retail investors first'
Apr 06, 2018
How advisors can get away from investment-hoarding ways
Apr 06, 2018
Room for improvement in climate-change risk disclosures: CSA
Apr 06, 2018
Why FAANG companies won't bite into digital advice
Apr 06, 2018
Purpose unveils new active ETFs
Apr 06, 2018
IIROC to require disclosure of cyber incidents
Apr 06, 2018
Is a recession looming? Here's what the EDC thinks
Apr 06, 2018
Brokerage giant acquires Ontario firm
Apr 06, 2018
Canadian defined-benefit pension plans stay strong in Q1 2018: Aon
Apr 06, 2018
The little-known advantages of private-placement life insurance
Apr 05, 2018
Putting a plan into action
Apr 05, 2018
Warning: Losing wealth can kill you suggests study
Apr 05, 2018
Ontario regulator proposes new protections for consumers
Apr 05, 2018
13 of the biggest workplace email faux pas to avoid
Apr 05, 2018
Why RI will become vital to every investment decision
Apr 05, 2018
Advisors must conquer fear of change, says tech 'nerd'
Apr 05, 2018
Regulation, geopolitics, tech skills top concerns for wealth management CEOs
Apr 05, 2018
Ninepoint unveils new Canadian equity fund
Apr 05, 2018
Why a later retirement could be a big nest-egg boost
Apr 05, 2018
Advisor-training platform launches ETF proficiency course
Apr 04, 2018
Five ways to motivate your employees
Apr 04, 2018
What’s the story behind Spotify's solid market debut?
Apr 04, 2018
Why Facebook, not Amazon, is the tech headache
Apr 04, 2018
How the personal touch helps tax season stress
Apr 04, 2018
Loonie drop helps keep foreign equity funds afloat in Q1: Morningstar
Apr 04, 2018
Bitcoin ends Q1 with historic bust of more than US$119.9bn
Apr 04, 2018
Evolve introduces new innovation ETF
Apr 04, 2018
One province will be most affected by rate rises says RBC
Apr 04, 2018
Small businesses are not convinced by economic optimism
Apr 04, 2018
Study details how employees can prepare for increased automation in financial services
Apr 04, 2018
The benefits of premium financing for high-net-worth clients
Apr 04, 2018
Woman, approaching 98, about to outlive her life policy's death benefit
Apr 03, 2018
Great expectations?
Apr 03, 2018
Deal finalized to create new Canadian wealth management firm
Apr 03, 2018
What’s eating the Canadian bond market?
Apr 03, 2018
Six things your company must have to avoid workplace harassment
Apr 03, 2018
The reality of robo-advisors
Apr 03, 2018
Is fund the perfect Avenue for solid returns?
Apr 03, 2018
Investor protection still fragmented and complex, says investor advocate
Apr 03, 2018
Five ways to approach the 21-year rule
Apr 03, 2018
Are your clients with children making the most of these tax breaks?
Apr 03, 2018
How to help clients hold on during the active roller coaster
Apr 03, 2018
Should your clients be checking in to Canadian hotels?
Apr 03, 2018
Canadian IPOs take a breather, not for long though
Apr 02, 2018
How fixed income ETFs give investors an institutional edge
Apr 02, 2018
Workplace is ideal breeding ground for healthy living: study
Apr 02, 2018
Parkinson's patients and caregivers face severe challenges: survey
Apr 02, 2018
Life insurers need digital allies through downturn, says insuretech exec
Apr 02, 2018
Greater client focus needed to build trust
Apr 02, 2018
'I have never seen sentiment as bad as this'
Apr 02, 2018
Teen lottery winner makes smart $1,000-a-week decision
Apr 02, 2018
Reform needed against misuse, abuse of powers of attorney
Apr 02, 2018
OSC releases draft 2018-2019 focus areas
Apr 02, 2018
First Asset to terminate three funds
Apr 02, 2018
Investors have higher expectations of advisors survey shows
Apr 02, 2018
Life insurers need digital allies through downturn, says insuretech exec
Apr 02, 2018
Mogo launches bitcoin trading on a mobile device