Will a fund manager bring a robo-advisor to Canada?
The recent BlackRock move to acquire the robo-advisor company FutureAdvisor sent shockwaves through the industry, and raised questions about whether competitors will follow its lead, ultimately bringing their offerings to Canada
Another player in ‘RESP-gate’ pleads guilty
A pivotal actor in the hospital privacy breach transferring 14,000 patient records to RESP dealers has finally had her day in court
The industry’s star quarterbacks score big
Increasingly, dealers courting high-net-worth clients such as former athletes are relying on a small but growing number of advisors
Who’s hungriest for industry designations?
If the numbers of those preparing for the CFA exam are any indication, one market is poised to make a quantum leap in building its army of accountants and wealth professionals
StatsCan addresses recession
Economic data released Tuesday is providing long-awaited confirmation of whether Canada was mired in recession for the first half of 2015.
Six tips for social media success
Social media expert Stewart Dawes takes us through the possibilities and pitfalls of social media
MFDA throws the book at Ontario advisor
The SRO hearing panel had no choice but to permanently ban a former Investors Group advisor who recommended leveraged investments for at least 10 clients without the approval of his employer making this one of the most ‘egregious’ cases the MFDA has ever heard.
Fee-based compensation raises concerns for investors
Doing away with embedded commission will save clients money, right? Well, not based on this real-life story about one fee player’s compensation
Target date funds open door for advisors
Canadians are now big fans of these ‘autopilot’ funds but their performance during this month’s correction may actually make the case for using advisors instead
Ontario advisors air ORPP concerns
Advisors continue to voice concerns about the Ontario Retirement Pension Plan, even as Queen’s Park moves to iron out other challenges to implementation