Why advisors must reinvent themselves or risk becoming irrelevant
At a recent FPSC event, President and CEO, Cary List, had some strong words of wisdom for Canada’s financial advisors
Is it about time for financial regulators to loosen the leash?
Regulators have been on a rulemaking rush since the financial crisis, but an industry organization sees signs of a pullback
Financial planners urged to team up with insurance professionals
A new white paper has advised FAs to hook up with the insurance profession to better serve their clients
Oil crash pain translated into $1.2-billion gain
A multi-billion dollar bond gamble has materialized into one of the best bond trades in Canada’s recent history
Is self-storage going to be a lucrative asset class?
The infant industry has been pegged as a ‘strong buy’
Exposed to financials, but not energy
How one manager is considering rising rates, Canada’s being ‘overexposed’ to energy, and other factors
Fund fee changes, automatic conversions announced
Mackenzie Investments’ planned changes aim for better dealer compensation and investor transparency
New loan investment option opened to Canadians
Investors can now access Sprott funds through investment loans at a preferred rate
Advisors, take the chance to do something new
The shockwaves of the Trump victory are still reverberating through the global financial markets, but what should advisors be doing in the current environment?
CIBC CEO foresees investor approval of major takeover bid
However, one major proxy advisor tapped to evaluate the deal recommends that investors reject it