Market volatility exposes deeper concern
The market volatility was triggered by China’s unexpected devaluation of the yuan, but it’s the reason for the move that has most advisors spooked
The people factor
Growing your business invariably involves one thing: staff. How can you attract the best employees – and keep them interested?
BoC announces rate
The latest central bank decision is in – but does it align with analyst predictions?
IIROC punishes dealer and branch manager in rare case
It doesn’t happen very often but the SRO has not only come down hard on an Alberta advisor but also his branch manager and dealer
Big banks giving breaks to foreign investors
An investigative report is highlighting the role some financial advisors may have played in helping Chinese nationals spirit millions of dollars out of their country and into Canadian real estate among other key investments
August rout offers lesson for portfolio managers
When the bottom fell out of the market on August 24, seasoned portfolio managers had a simple message: don’t try to catch the waterfall
Client acquisition methods under scrutiny
More revelations about “RESP-gate” have raised questions about the client acquisition practices of advisors and when they run afoul of ethics
The new family office model?
Two Ontario advisors are making big changes in an effort to meet the needs of high- and ultra-high-net-worth clients
Website reveals the wills of millions of people
This website – and its never-before-seen information – maybe nothing short of gold dust for advisors focused on estate planning
You may be able to survive as a ‘man with a laptop’ for a while, but eventually you’ll need to consider an IT infrastructure. What are the pros and cons?