Practice

Financial industry not serving women

A BMO study finds the financial industry is not doing a good job of serving and educating women clients.

October 21, 2011

6 min read

Advisors need compensation flexibility

As jurisdictions around the world consider banning embedded compensation, many Canadian financial planners point out that this long-standing arrangement benefits many clients.

By Staff |October 20, 2011

3 min read

Advisor Audio: Video strategies that work

Listen and learn. Managing Editor, Melissa Shin spoke to Chris Allen, the founder of Investius.

By Staff |October 20, 2011

1 min read

Business owners ignoring succession planning

Canadian business owners are not preparing for the future.

By John Powell |October 19, 2011

3 min read