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your practice
Here’s why coveting a client’s superyacht will just bum you out
Happy mature couple meeting investments and financial advisor at home. They are happy and smiling sitting in the living room. The advisor is holding a document. There is a laptop on the table
your practice
Wealth management firms work toward creating mentorships for women advisors
Indian and caucasian businesswomen negotiating sit at desk in office. Lawyer consulting client during formal meeting. Job interview and hiring process. Diverse colleagues discussing project concept
your practice
Is the market downturn having an impact on recruiting for advisors?
Businesswoman and businessman HR manager interviewing woman. Candidate female sitting her back to camera, focus on her, close up rear view, interviewers on background. Human resources, hiring concept
advisor news
What to consider when deciding to renounce U.S. citizenship for tax purposes
FILE - In this Aug. 30, 2018, file photo, a new citizens holds an American flag and passport during a naturalization ceremony at the U.S. Citizenship and Immigration Services Kendall Field Office in Miami. A growing number of Americans say immigration should remain the same or be increased since the Trump administration ramped up immigration enforcement. That's according to the General Social Survey, which has also found a growing partisan divide on the topic. The poll shows 34 percent of Americans want immigration to be reduced, down from 41 percent in 2016. It's the first time since the question was asked in 2004 that more Americans want immigration levels to stay the same than to be reduced. (AP Photo/Wilfredo Lee, File)
report on business
Vancouver wealth manager Harbourfront Group raises financing to boost growth plans
A Bay Street sign in Toronto’s financial district.
advisor mutual funds
How to avoid costly tax issues when considering moving abroad
Shot of a retired couple standing on a golf green
advisor news
Debt and cash flow management take priority as interest rates set to surge
Woman managing the debt ***These graphics are derived from our own 3D generic designs. They do not infringe on any copyright design.
report on business
My pandemic investment plunged 80 per cent. Here’s what I learned
Irene Galea
advisor news
When is it better to use an RRSP, a TFSA – or both?
The letter dice TFSA VS RRSP resting in front of a white ceramic piggybank. The piggybank has a 50 dollar banknote inserted into its slot.
your practice
How advisors are tackling the biggest gaps in clients’ financial knowledge
Financial Literacy. Man at the office table.
retirement
Some lucky people retired early during the pandemic. How did they structure their finances?
Mel Dorion, a blogger, budgeting and money coach, photographed near her Gatineau home Friday, November 5, 2021. Photos by Ashley Fraser/Globe and Mail
your practice
Can an algorithmic advisor-successor match translate to face-to-face chemistry in succession planning?
Compliance rule law and regulation graphic interface for business quality policy planning to meet international standard.
your practice
Who do advisors turn to for their own financial plans?
According to Statistics Canada, 27 per cent of Canadian workers claim to experience extreme levels of stress daily.
inside the market
Tourmaline Oil’s big rally now comes with a bonus: A big dividend
Mike Rose, head Tourmaline Oil Corp. – Canada’s second-largest natural gas producer – said both TransCanada and producers groused about the 77 cents a gigajoule price that eventually settled the deal.
inside the market
Monday’s analyst upgrades and downgrades
A TTC worker wears a mask in a bus while on shift in Toronto on April 23, 2020. The Toronto Transit Commission has placed a firm order for 110 low-floor transit buses with the subsidiary of NFI Group for an undisclosed price. THE CANADIAN PRESS/Nathan Denette
advisor news
Biden tax proposals could have a significant impact on U.S. persons in Canada
Tax Refund Check On top of Form 1040 and One Hundred Dollar Bill.
report on business
Canadian Pacific Railway profit tops estimates on robust freight volumes
FILE PHOTO: A Canadian Pacific Railway crew works on their train at the CP Rail yards in Calgary, Alberta, April 29, 2014. REUTERS/Todd Korol (CANADA - Tags: TRANSPORT BUSINESS)/File Photo
report on business
Biden push for competition draws concerns for Canadian National takeover of Kansas City Southern
FILE - In this March 29, 2018 file photo, a Canadian National Rail locomotive moves through the rail yard in Dartmouth, Nova Scotia. Kansas City Southern has abandoned its agreement to be acquired by Canadian Pacific, Friday, May 21, 2021, choosing instead a competing bid from Canadian National Railway with a bigger price tag, but also greater regulatory risks. (Andrew Vaughan/The Canadian Press via AP)
your practice
Advisors who switch firms must do so carefully and strategically
Stressful businessman packing a box for quit a job.
advisor news
Succession planning still a big issue in financial advice industry, study finds
Two happy businessmen talking on a meeting in the office. Focus is on mature man.