Industry News

Advisors dish up details from the gender divide

Plus, they share how they're making a difference for others in the industry

By Michelle Schriver |March 8, 2018

5 min read

A will is not an estate plan

Help your clients if they think estate plans simply involve a will

By Melissa Shin |March 8, 2018

3 min read

Women’s financial goals more modest than men’s: report

A recent report that highlights differences between men and women when it comes to investing seems to raise as many questions as it answers. Mylo Financial Technologies finds that women’s financial goals are 52% smaller than men’s: on average, women’s financial goal value is $24,842, compared to $47,810 for men. The reason for the discrepancy […]

By Staff |March 7, 2018

3 min read

Canada’s banks collaborate to combat cyber risks

More than half (52%) of executives in the Canadian financial services sector believe that cybercrime is likely to be the most disruptive economic crime over the next two years, finds a report by PwC Canada. Read: BoC warns of risks for clients with mortgages But despite the heightened awareness of cyber risks, banks still face […]

By Staff |March 6, 2018

2 min read