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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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Ottawa asks more of credit card companies in new consumer code Wealth Professional, 13 Apr 2015 2 posts
13 Apr 2015, 08:23 PM Peter
Nationwide advisor database in the works Wealth Professional, 13 Apr 2015 2 posts
13 Apr 2015, 05:04 PM larry elford
Money managers take client for a $200m ride… annually Wealth Professional, 10 Apr 2015 3 posts
13 Apr 2015, 08:47 AM Will Ashworth
Quebec independent advisors lead charge against CRM2 Wealth Professional, 26 Mar 2015 5 posts
10 Apr 2015, 09:56 AM Stan Buell, SIPA
Advisors identify conflict of interest Wealth Professional, 09 Apr 2015 2 posts
10 Apr 2015, 08:13 AM Kevin O'Brien
Manulife gets access to Asian customers in $1.2 billion deal Wealth Professional, 08 Apr 2015 2 posts
08 Apr 2015, 11:07 PM Eyal
New alternative to banning embedded commission Wealth Professional, 02 Apr 2015 3 posts
06 Apr 2015, 03:32 PM Will Ashworth
Name and shame: a poor solution? Wealth Professional, 06 Apr 2015 3 posts
06 Apr 2015, 03:28 PM Will Ashworth
OSC hands down 10-year trading ban, with an exception Wealth Professional, 01 Apr 2015 3 posts
01 Apr 2015, 05:26 PM Don Flack
‘Brilliant’ advisors skirting CRM2? Wealth Professional, 24 Mar 2015 19 posts
31 Mar 2015, 08:58 AM Dan Hallett