Planning and Advice

What your peers forecast for the advice industry

Financial advisors foresee more regulatory changes and technology

By Staff |May 25, 2016

2 min read

Help clients see beyond closed doors to a happy retirement

Alexander Graham Bell once said “when one door closes, another door opens.” The problem, he concluded: “We often look so long and so regretfully upon the closed door that we do not see the ones which open for us.”

By Camilla Cornell |May 19, 2016

2 min read

Don’t forget to do the OSC’s risk questionnaire

The OSC wants you to complete the 2016 Risk Assessment Questionnaire.

By Staff |May 18, 2016

1 min read

Ottawa may soon help transgendered clients

Your transgender clients may soon have an easier time changing their social insurance number information to reflect their gender identities.

By Staff, with files from The Canadian Press |May 18, 2016

3 min read