4 天之前 · Mutual funds rebound in 2024; ETFs set record: IFIC. Mutual fund net sales totalled $15.2 billion in 2024, the first year of positive net sales since 2021

About Our Mission Advisor.ca informs and educates advisors who strive to do their jobs better. Our audience of credentialed financial advisors and planners puts clients first and produces superior outcomes. We help readers cut through the noise, offering practical ideas and tools for investments, tax and estate planning, insurance, regulation and practice management. We …

2025年1月31日 · Tax reminder: Clients with short-term rental income must comply with rules or lose deductions. Non-compliance results in denial of expense deductions, raising taxable income

2024年11月18日 · iStock / da kuk. Canadian dividend-paying stocks offer an attractive opportunity as interest rates decline and investors search for yield. “As interest rates come down, Canadian investors are starting to look for alternatives to some short-term assets they’ve been investing in, such as GICs, high-interest savings accounts and other money-market assets,” said Greg Zdzienicki, vice ...

2024年12月31日 · Insurance. Cancer survivors can qualify for a standard rating on life policies, thanks to increasing survival rates and changing underwriting procedures.

2024年12月2日 · Advisor to Client: How to talk to your children about money. Experts recommend starting early, with lessons tailored for each age group. By Noushin Ziafati | December 2, 2024 6 min read

2024年12月18日 · iStock / ArtistGNDphotography. After Advisor.ca looked at how four financial planning and analysis software products fare on features for mid-career and retirement planning, we asked advisors how they made their software choices.Experienced users said cost, technical support, live updates and layout clarity were key factors.

2024年11月26日 · iStock / damircudic. Selecting the right financial planning and analysis software can feel a bit overwhelming, even for seasoned professionals. Advisor.ca reached out to experienced users and provider representatives to learn how to make the right choice. Their guidance — look for recommendation engines, pension and estate planning features and an easy-to-read layout.

2025年1月16日 · The difference between financial advice and product advice. We need to ensure that clients have access to whatever they need to be successful. By Stephanie Holmes-Winton | January 23, 2025 3 min read

2025年1月31日 · Product roundup: BMO to launch its first Canadian Depository Receipts. Plus, 3iQ looks to launch first Solana, XRF ETFs; asset managers announce multiple new funds