Proper account titling and beneficiary designations prevent estate plan failures and ensure smooth asset transfers for ...

And those who have worked in the private sector their entire career may have multiple RRSPs from former employer group ...

In bull markets, conversations about risk tend to take a backseat. When portfolios are climbing, it’s easy for clients to assume everything is fine. But recent volatility reminds us that risk ...

When a hacker impersonated a client to steal money, an advisor was faced with an expensive moral choice. It was a Monday afternoon. As the advisor sat across from me and told his story, I began to ...

Advisors adhering to the fiduciary standard typically gravitate toward index funds or other passive strategies such as those developed by Dimensional Fund Advisors, Vanguard and others. There's a good ...

The largest registered investment advisory firms provide many more services besides financial planning — to the tune of hundreds of millions of dollars per account, according to a new study. The group ...

Early responses to a consultation on the government's plan to seize interest on client accounts are hostile. Even not-for-profits worry that the cash will be used to cross-subsidise day-to-day ...