Senior financial advisor Nick Fallon tells WP how his clients have reacted to the current market conditions
If one B.C. advisor had her way, the TFSA would get a name change – thereby solving one of the biggest problems facing this generally misunderstood retirement product.
And why not considering it has become the best known financial planning certification in the marketplace.
A renewed business strategy and a new phase of growth made the decision to pull the trigger on the takeover of one insurer an easy one to make.
Losing 10 per cent of his total earnings was bad enough, but when the hit came at the tail end of his career – and his divorce – it was devastating, alleges one NBA star.
A key acquisition is giving advisors the opportunity to get into the business that the country’s leading insurers have been spending billions on.
A dedication to make out-of-the-box mortgages work, one private lender is extending its hand to brokers to take its business to the next level.
This group of former athletes have made a successful transition from the rink to the boardroom. WP counts them down.
The alphabet soup of professional designations is getting harder to digest for Canadians confused about what all those letters after an advisor’s name really mean.
While a new study suggests that Canadians don’t understand TFSAs and desperately need education from advisors, the truth is they really can’t afford them.
The latest report from the CSA on fund fees may have miffed embedded commission advisors, but the second one will likely have them up in arms.