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Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.

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No place for 1.75% trailer fees? Wealth Professional, 02 Nov 2015 14 posts
04 Nov 2015, 04:56 PM Wealth Advisor
Impose MER disclosure rules on funds? Wealth Professional, 04 Nov 2015 5 posts
04 Nov 2015, 12:25 PM Kathy Waite Your Net Worth Manager
Averages can be very misleading, says advisor Wealth Professional, 04 Nov 2015 2 posts
04 Nov 2015, 12:12 PM Kathy Waite Your Net Worth Manager
Cummings report: Advisor reaction Wealth Professional, 26 Oct 2015 9 posts
04 Nov 2015, 12:04 PM Debbie
Forget snowbirds – OAS system is hurting average Canadians Wealth Professional, 30 Oct 2015 5 posts
31 Oct 2015, 01:58 PM Jason Watt
Five reasons why you deserve to charge more than 2% of AUM Wealth Professional, 22 Oct 2015 8 posts
30 Oct 2015, 03:07 PM Robert Roby
The five flaws of the Cummings Report Wealth Professional, 29 Oct 2015 4 posts
30 Oct 2015, 12:33 PM Jen Moore
The very survival of independents looms on the horizon Wealth Professional, 12 Oct 2015 4 posts
29 Oct 2015, 02:17 PM Benjamin Felix (PWL Capital)
Consumer suspicion hamper industry growth Wealth Professional, 27 Oct 2015 3 posts
29 Oct 2015, 10:47 AM kathy Waite Your Net Worth Manager
Advisors continue to question CSI monopoly Wealth Professional, 28 Oct 2015 4 posts
29 Oct 2015, 10:38 AM kathy Waite Your Net Worth Manager