Columnists

Mark Rosen

Investments

Currency and Exchange Stock Chart for Finance and Economy Display

What to do in the face of volatile share prices

Advisors who take the correct course of action put themselves in the driver’s seat

September 10, 2024

3 min read

Should corporate caretakers be billionaires?

Runaway executive pay remains an intractable problem for investors

June 19, 2024

3 min read

Handling corporate proxy fights

When activist investors and boards go to battle, focus on your clients’ interests

March 14, 2024

3 min read

Advisors should be wary of conflicts when reviewing stock ratings

There may be more behind analysts’ recommendations

December 15, 2023

3 min read

Curtis Davis

Tax & Estate

Canadian and American flags in the mountains

Inheriting U.S. individual retirement accounts

Make sure cross-border clients know the rules and avoid a tax surprise

December 5, 2023

4 min read

The cost of TFSA contributions for non-residents

Case study explains the consequences

September 27, 2023

3 min read

The gift of homeownership

Tax tips when tapping the Bank of Mom and Dad

March 31, 2023

3 min read

Inflation will affect tax brackets

Indexing helps your clients’ after-tax income keep pace

November 7, 2022

3 min read

Wilmot George

Tax & Estate

Canada Revenue Agency National Headquarters Connaught Building Ottawa

Marriage, common-law partnerships and the charitable donation tax credit

Combining charitable donations on one spouse’s return can maximize tax savings

February 24, 2025

4 min read

Three strategies for year-end tax planning

Overlooked ways to save your clients money, this year and beyond

December 3, 2024

4 min read

Questions to ask business-owner clients

By asking thought-provoking questions, financial advisors can motivate business owners to carefully consider planning

November 5, 2024

3 min read

Intergenerational wealth transfers: Part 2

Strategies for gifting while living versus at death

September 19, 2024

7 min read

Kevin Press

Industry

A private equity caution flag

U.S. economist Eileen Applebaum has thoughts on private equity

August 8, 2025

3 min read

Business leaders are worrying about two things, a lot

Soft market demand and government policy making have got Canadian executives on edge

August 1, 2025

2 min read

It’s time for an adult conversation about inflation

The fiscal stimulus required to support Canadians during the pandemic was always going to be inflationary, no matter what the Bank of Canada did

July 18, 2025

3 min read

Stephanie Holmes-Winton

Planning and Advice

What clients really think about buying life insurance

Four common misperceptions and how to address them

August 7, 2025

3 min read

Why you should focus on retirement cash flow more than retirement income

4 misassumptions that could put your clients’ retirement in danger

June 23, 2025

5 min read

Will open banking and budget apps improve client spending management?

Not in the short term, and maybe not in the long term either

April 8, 2025

4 min read

Jim Lyons

Your Business

Rebuilding the human framework of advice

Why the next decade belongs to those who align personal advice with advanced technology

August 5, 2025

3 min read

It’s time to elevate the advisor role

The traditional way of serving clients is unsustainable — we can do better

July 4, 2025

3 min read

The difference between financial advice and financial guidance

Context is king, and financial advisors are ideally suited to provide it

June 11, 2025

3 min read

Robin Riviere

Your Business

You are not a commodity

July 31, 2025|4 min read

Simon Chan

Longevity

What advisors can learn from midlife transition programs

July 17, 2025|3 min read

Canadian pension funds are preparing for a new retirement

June 20, 2025|3 min read

Kevin Hayes

Your Business

Fee-based models align value with advice

July 16, 2025|3 min read

Teaming is more than a buzzword

June 18, 2025|3 min read

Mike Banham

Research

Go deeper with your customer segmentation

July 10, 2025|3 min read

Three reasons the great wealth transfer might not be so great

May 9, 2025|3 min read

Jeffrey MacDonald

Your Business

Are you ready for the second half?

July 7, 2025|3 min read

The power of financial advisor specialization

May 9, 2025|3 min read

Mathieu Messina

Your Business

Three steps to a next-gen client relationship

May 5, 2025|2 min read

Darryl Jackson

Your Business

Three proven ways to help your clients stop worrying

April 28, 2025|3 min read

Your 8-step marketing plan

April 7, 2025|3 min read

Matt Trotta

Tax & Estate

The General Anti-Avoidance Rule — updates and unanswered questions

February 28, 2025|6 min read

Is your client’s will up-to-date?

December 11, 2024|6 min read

Vanessa Oligino

Planning and Advice

Centres of influence can be key to future referrals

February 20, 2025|3 min read

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