An industry veteran gives his view on the dangers of bad advice and the importance of improving the image of the industry
As China’s markets continue to pummel middle-class investors in that country, the government has been driven to acts of desperation that may scare away future players on the exchange
As the rush to become compliant with the new requirements of CRM2 intensifies, the software tools associated with conforming to the new regulations have advisors knocking on the doors of third-party providers
Canada’s big banks follow the letter of the law when it comes to CRM2 reforms, but an investigation is uncovering just how many hold to the spirit of that law
Most advisors are at risk of losing more than half of their assets under management, with a growing number now scrambling to mitigate that threat
Investment advisors are coming around to the reality that they need to reach out to clients on social media – but the temptation for a quick buck can quickly turn into a blunder with the wrong marketing approach
A new report is set to assuage your clients’ concerns about the ailing Canadian economy and just possibly stave off their hasty selling.
Forget embedded or fee-based commissions, this relatively unheard of form of compensation is a reflection of true professionals.
In the face of stiffer competition in the financial sector, companies are looking to consolidate and trim the fat to ensure bottom lines remain in the black.
New research is suggesting an increase in CPP or ORPP contributions would do little to bolster retirement savings at the same time hit advisors where it hurts. But there may be an even bigger concern, say industry players.
Given the fierce competition in the market for clients, one industry expert is urging financial planners to look within their books and grow their business through cross-selling.