Millennials are changing the way the world works and advisors have to adapt
Over the last year, investors have taken more than $12 billion out of Canadian equity mutual funds and ETFs. During the same period, $21 billion was pumped into the foreign equity versions of the same product types
While research suggests financial advisors have one of the most rewarding careers anywhere, here’s a shortlist of the things that get under their skin
New research suggests that financial advisors are snagging million-dollar clients simply through better use of social media – that despite compliance fears
Size isn’t everything, and increasingly advisors looking to sell up are having to prove they have more than a big book and a steady revenue stream. But what?
A “mystery shopper” report appeared to expose how few advisors are ready for CRM2, but WP is now coming to their defence with a review of that research
Is it time that you started to look after the most important person in your business?
While advisors continue to debate what would happen if embedded commissions and/or DSC funds disappear, some wealth professionals are proposing an alternative that many consider obsolete
As regulators mount an increasingly wide search for rogue advisors, one retired industry professional believes they’re letting more egregious offenders slip through their nets
Increasingly advisors are coming to the realization that loyalty has tangible value – especially for firms looking to protect their books from the ensuing challenges of commission disclosure
New research is highlighting a skeleton in the closet for fee-based advisors, actively selling themselves on fee transparency and cost containment