Despite their continued expansion, robo-advice platforms remain a new and complicated concept for many of Canada’s financial advisors
Fintech startups may be high up in the receiving line for stimulus spending under the new Liberal government
The anticipated report on embedded commissions versus fees is highlighting the role investment choices play in decision-making
Don’t despair – CRM2 may have heightened sensitivity around advisor fees, but the truth is you may deserve more than the standard 2.1% of assets under your care. Advisors are offering WP their top reasons why
While everybody and their dog seems to be jumping into the robo-advisor space, one independent says it’s betting on human advisors for continued growth
Cutting back on TFSA contributions was big vote getter for Justin Trudeau, but it’s one campaign promise advisors may not want him to keep
Despite the team’s success, not all Ticats are in a celebratory mood. The OSC is now moving to win a permanent ban for one former Ticat turned advisor
Most people go into business for themselves because they want to be their own boss and believe they can make more money. While this can be true, it doesn’t happen without hard work
Advisors’ clients won’t be able to resist one of the biggest stocks in today’s trading.
Startling numbers about just how few Canadians are prepared to meet their maker – with assets distributed in wills -- is pointing to an opportunity for advisors
The drag effect of low interest rates on investment returns may stick around not only in Canada but globally. But exactly how much longer?