Advisors are being forced to adapt in what feels like a pivotal time for the industry
Turning business down is always hard, but sometimes it might be necessary
Why it’s time for advisors to ditch the ‘robo versus traditional’ mindset
The CSA’s consultation period is coming to an end, but debate in the industry shows no signs of fizzling out
A portfolio manager from Canaccord Genuity shares his latest investment tips
A former Captain in the Canadian Armed Forces, Brian D'Costa tells WP the secrets to his investment industry success
With obvious investment opportunities limited, is it time to take on more risk?
Advisor Jeffrey Wilson explains how he deals with clients when they’re facing personal or financial challenges
With growth stagnating in many developed nations, it’s difficult to ignore markets providing substantial returns
Is this the beginning of another oil market crash or just a wobble in oil’s longer-term recovery?