Chief financial officer to leave, replacement named
Available for less than a month the newest trend in wearable technology tells clients all they need to know about an advisor – and it’s not good.
Funds launched by Fidelity Investments aim to provide investors with long-term solutions as the economy continues to struggle through low-interest rates and energy prices.
A ruling from Canada’s highest court suggests clients – and not their advisors – will have to carry the can for rash investment decisions, that’s with or without a fiduciary standard.
It’s arguably the award with the greatest impact on an advisor’s future book and here’s who’s in the running.
If an American advisor needs $1B in AUM to be considered “successful,” what must a Canadian professional have?
The investment was “economically impossible,” says the securities commission, but the fact investors flocked to take part speaks to what little advisors can do to stop them.
Stats show seg funds are gaining popularity with skittish clients on the insurance side, but mutual fund guys are shooting holes in that thinking.
A former hockey star turned advisor is offering key lessons in how to win and retain top athletes with a penchant for spending.
The rank and file continue to defend DSC funds as the only way average Canadians can get good holistic advice.
For regulators complaining about unpaid fines there’s a quick but perhaps painful solution.