Planning and Advice

How to avoid bad third-party referrals

Offering third-party referrals to clients is generous and helps bolster your value

By Katie Keir |February 17, 2018

4 min read

Advisor Confidential: Justin & Olivier Grenier

Meet the portfolio managers from National Bank Financial

By Susan Goldberg |February 17, 2018

3 min read

What the IPP numbers look like in 2018

Find out what individual pension plans could pay in retirement benefits and terminal funding

By Lea Koiv and Mark Lesniewski |February 15, 2018

6 min read

High-net-worth firms to make more direct investments: report

High-net-worth firms plan to increase their allocations to direct investments and co-investments over the next two years, new research from global research and consulting firm Cerulli Associates says. As the private equity market has evolved, many high-net-worth (HNW) practices have moved toward direct deals that give investors the opportunity to invest directly in a portfolio […]

By Staff |February 8, 2018

1 min read