Perspective

Susan Silma

Are clients ready for what’s next?

July 15, 2020 Susan Silma
woman sitting at laptop
David Reeve

A compliance ROI model for client-focused reforms

July 10, 2020 David Reeve
Paul Bourque

The case for self-regulation

July 8, 2020 Paul Bourque
Columns

Understanding the role of indexes in today’s markets

July 7, 2020 Steve Hawkins
Jamie Golombek

Prescribed rate loan planning

July 3, 2020 Jamie Golombek
Letters to the Editor

Letter: SRO merger makes sense

June 15, 2020 Jim Rogers
Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho
Cary List

Embracing new ways of connecting with clients

June 12, 2020 Cary List
advisor working from home
Letters to the Editor

Letter: More rules don’t necessarily mean better investor protection

June 11, 2020 Ian Russell
Jamie Golombek

Help your clients plan for tax owing on CERB payments

June 5, 2020 Jamie Golombek
Ian Russell

Culture can’t be lost in shift to remote work

June 3, 2020 Ian Russell
business woman
Mary Hagerman

How my investment strategy has fared during the crisis

June 2, 2020 Mary Hagerman
Ellen Bessner

Perch me on your shoulder

May 26, 2020 Ellen Bessner
Ellen Bessner video conferencing