Industry News

What’s new or changed for 2017 tax-filing season

For 2017 tax filing, here are changes you can share with clients, courtesy of the CRA

By Staff |January 24, 2018

2 min read

Poll reveals how advisors can help anxious investors

If your client is struggling with investment anxiety, you can help. Read: Investors want more from advisors: survey A BCSC investor poll says more than a third of respondents (39%) don’t read their investment statements because doing so causes them anxiety. Further, 36% say they feel overwhelmed when trying to make investment decisions. But, in […]

By Staff |January 24, 2018

1 min read

Most Canadians content with their advisors: survey

But find out what almost one-half of clients are too shy to ask you

By Staff |January 23, 2018

1 min read

Help single clients plan for retirement

47% of those planning to retire solo are worried they'll outlive their retirement savings. Here are some tips.

By Staff |January 23, 2018

2 min read