WP looks into the recently announced partnership between a Canadian wealth management company and a law firm
If you have staff who aren’t living up to their potential, it may be through no fault of their own
Calls for rule change so regulatory organization can enforce its decisions in Ontario
There’s a perfect storm brewing in the country that makes it an attractive opportunity for Canadian advisors
Watch this space because 2016 is expected to see a significant increase in contributions to investment portfolios
Robotic advisors can’t handle investment strategies beyond mutual funds, ETFs and equities. Or can they?
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