Financial Pipeline
Merged vs. separate accounts
Love may be shared, but should bank accounts be? Explore the pros and cons of merged and separate accounts – and how to find the right balance for your financial future together.
For Canada, trade diversification is easier said than done
When we talk about trade diversification, we often miss one key factor: geography.
Rise in ETFs, Fewer IPOs and Shifting Capital Flows: Trends to Watch in Canadian Public Markets
The rising number of ETFs alongside a declining number of IPOs may signal fewer listing opportunities for Canadian companies on the TSX, while also influencing the relative share of Canadian equities in retail investor portfolios. Investors following these trends may want to take a closer look at where their money is being allocated, and what that means for their domestic market.
Considerations for advisors implementing CRM 3 regulations
“Growing demand for transparency”: How advisors can use CRM3 to strengthen client relationships and build trust.
What CRM 3 regulations mean for advisors and investors
The latest changes to the Client Relationship Model (CRM3) provides more transparent information for clients around the cost of their investments – and while it creates some additional work and expense for advisors, experts say it’s also an opportunity to strengthen client relationships.
