Don’t be too quick to say goodbye to mutual funds
Investors might be flocking to ETFs in growing numbers, but advisors are still confident that mutual funds provide a unique service
Far Out Friday: Praying for better returns
As China’s markets continue to pummel middle-class investors in that country, the government has been driven to acts of desperation that may scare away future players on the exchange
CRM2 proving to be a boon for enterprise providers
As the rush to become compliant with the new requirements of CRM2 intensifies, the software tools associated with conforming to the new regulations have advisors knocking on the doors of third-party providers
Big banks get tested on fee transparency
Canada’s big banks follow the letter of the law when it comes to CRM2 reforms, but an investigation is uncovering just how many hold to the spirit of that law
‘60% threat’ to the size of your book
Most advisors are at risk of losing more than half of their assets under management, with a growing number now scrambling to mitigate that threat
Social media missteps cost advisors
Investment advisors are coming around to the reality that they need to reach out to clients on social media – but the temptation for a quick buck can quickly turn into a blunder with the wrong marketing approach
Advisors see light at the end of the tunnel
A new report is set to assuage your clients’ concerns about the ailing Canadian economy and just possibly stave off their hasty selling.
A new but risky compensation model for advisors
Forget embedded or fee-based commissions, this relatively unheard of form of compensation is a reflection of true professionals.
Key executive changes for leading asset manager
In the face of stiffer competition in the financial sector, companies are looking to consolidate and trim the fat to ensure bottom lines remain in the black.
Advisors poke new hole in ORPP
New research is suggesting an increase in CPP or ORPP contributions would do little to bolster retirement savings at the same time hit advisors where it hurts. But there may be an even bigger concern, say industry players.