What advisors can learn about portfolio structure from Canada’s pension plans
Open this photo in gallery: At CPP Investments, a risk anchor keeps the portfolio aligned with long-term goals…
After losing her job as an assistant during the pandemic, this advisor bought a book of 350 clients
Open this photo in gallery: Amanda Van Soelen, a certified financial planner with Lumin Way Financial at Designed…
The uncertain value of performance fees in asset management deals
Open this photo in gallery: Performance fees have become less relevant in Canadian asset management during the past…
Why advisors keep asking the wrong wealth transfer questions
Open this photo in gallery: For the Gen X client with aging parents, good advice is often about…
Why advisors should focus on a continuity strategy as part of succession planning
Open this photo in gallery: Succession planning is about ensuring that when change does come, it’s not disruptive…
Why some wealthy clients are focused on ‘enough’ rather than ‘more’
Open this photo in gallery: Some wealthy clients are deciding that time, health and meaning outrank pure financial…
How retirees can plan for expense shocks
Open this photo in gallery: Clients should address potential big spending items while they still have employment income.SeizaVisuals/iStockPhoto…
How burnout and a medical crisis forced this advisor to rethink her workload and client niche
Open this photo in gallery: Millie Gormely, a certified financial planner at IG Wealth Management in Thunder Bay,…
Has the case for following pension fund strategies become less compelling?
Open this photo in gallery: For pension funds or other large institutional investors, lock-up periods for private asset…
Cultural ties and shared values contributed to the success of this advisor’s book purchase
Open this photo in gallery: Christopher Dewdney, certified financial planner at Dewdney & Co. in Mississauga.Supplied In Buy…
Ontario court rules registered plans belong to designated beneficiary, not to estate
Open this photo in gallery: A judge ruled registered accounts were to be treated according to their beneficiary…
Fidelity Clearing Canada sues ex-manager over missing client funds
Open this photo in gallery: Fidelity Investments Canada subsidiary, Fidelity Clearing Canada, has reimbursed all clients fully and…