Chief financial officer to leave, replacement named
Fee-based advisors are addressing the negative optics of a two-tiered fee structure where a low rate is applied to larger AUM clients and a higher, less favourable rate to others.
The head of one of Canada’s first robo-advisors is reacting to speculation that the $30m Wealthsimple deal marks the beginning of the end for independent players like his.
Getting fixed-income planning right may be the biggest challenge – and responsibility – for advisors if the prediction of a zero per cent overnight rate comes true.
An investor protection group has proposed a single website providing clients with a one-stop shop for information about advisors as a way of ferreting out the bad actors.
How money managers for a major pension fund scored big; the clients, not so much
One enterprising advisor has successfully tapped demand for a misunderstood registered savings plan, quietly forging leads and giving bank competitors a run for their money.
Power Financial's investment in a robo-advisor speaks to how much those startups need big firm accounts.
Chris Polson will bring an outsider’s perspective to the WP Awards judging.
Even veterans of the fee-based model concede it won't be enough to protect clients from unscrupulous advisors fixated on investment.
It hasn’t yet reached the fever pitch of an auction, but another firm is raising eyebrows with its offer to buy advisor books.