Despite their continued expansion, robo-advice platforms remain a new and complicated concept for many of Canada’s financial advisors
Regulators have backed a rule to force advisors to speak out about cases of abuse. But is it fair?
A new initiative by one of Canada’s leading independent investment management firms is giving advisors the tools to educate their clients
Automated advice may be on the rise, but when it comes to market volatility only the real deal will suffice
When it comes time to transition away, many RIAs are not taking a thorough approach to valuation
Forget power bars and golden rings, property assets and funds are the new currency for gaming devotees
With a torrent of ETFs being released, could the market soon be over saturated?
Swiss firm with numerous Canadian offices sees shares hit by weakening of its flagship business
Wealth management arm of bank to pilot new technology that can guide clients’ investment decisions
Running your business just like the big industry players can produce big results
The final stages of CRM2 – scheduled to be fully implemented by mid-July 2016 – could present a challenge for some advisors