Incorporation could allow advisors to access the business tax rate, instead of being taxed at personal marginal rates that ...

Financial advisor fees in Halifax are generally lower compared to larger Canadian cities. The average financial advisor fee ...

Discover how high-interest savings accounts in Canada can elevate your clients' portfolios and your advisory value as a ...

A recent study by the Investment Planning Counsel (IPC) drove home that very irony, interviewing clients about the value of ...

Bloomberg reported that some forecasts from major firms including Goldman Sachs and Citi see Brent prices falling to US$60–65 ...

Advocis, The Financial Advisors Association of Canada, has named Curtis Kimpton as chair of the TFAAC Board of Directors for ...

According to OSC and CIRO, 40 percent of representatives said performance scorecards—used to track sales and client contact ...

The Canadian Association of Insolvency and Restructuring Professionals (CAIRP) says that filings remain well above ...

Stress, overwork, and rising costs are eroding wellbeing and emotional burnout is widespread, according to a new survey ...

The Canadian Investment Regulatory Organization (CIRO) has issued a decision concerning David Alan Robertson, a former ...

Unlock key strategies to help clients maximize their spousal RRSP. Boost retirement income, reduce taxes, and add value to ...

The IPC survey found that 91% of clients say its important that their advisor has a clear succession plan for when they stop ...