Your Business

How to compete with robo-advisors

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Robo-advisor services in Canada are not a passing trend, with at least one Canadian online ...

Sounding Board: What employers need to know about Bill 132

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With Bill 132, Ontario’s Sexual Violence and Harassment Action Plan Act, receiving royal assent at ...

Industry groups react to CSA’s bombshell proposals

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Thursday was a big day for Canada’s investment industry, writes Advisor.ca. Regulators offered up proposals ...

Robots offer more client support than you think

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Too many advisors underestimate the services of digital wealth firms, writes Katie Keir, Advisor.ca. You may ...

Nervous about CRM2? Here’s how the U.K. dealt with transparency reforms

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Over the last eight years, the U.K.’s financial industry has undergone a transformation, writes Katie ...

5 ways to keep startup costs low

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The early days are when business is at its most fragile, so your clients should ...

Knowing, communicating and pricing your value

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Discovering and articulating your unique value proposition is challenging for advisors, especially when people think ...

OSC pressured to introduce best interest standard

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Investors on OSC’s advisory panel are pressuring regulators to increase client protection and compensation when ...

How to use Twitter to stay informed

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You need relevant information to run your practice, writes Jay Palter, Advisor.ca. Twitter can help ...

Too many distractions? Try these tech solutions

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The modern office is packed with distractions that can break your concentration and disrupt your ...

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