Despite their continued expansion, robo-advice platforms remain a new and complicated concept for many of Canada’s financial advisors
Wealthy Canadians are increasingly liquefying their assets to get into mortgage lending, with a very real impact on their advisors.
As many firms are retooling and refocusing to meet the new requirements of CRM2, one company is taking that a step further through the redevelopment of its website and advisor planning tools.
Hanging up a shingle and waiting for clients to come to you may keep you afloat, but Rebecca Wilson argues that erecting a marketing campaign to boost referrals can take your business to the next level. And it doesn’t have to cost the earth.
David Lane, the leader of Edward Jones’ Canadian operations, is returning to the US in September to assume a new leadership role in the firm's Client Strategies Group.
TMX Group has announced that Kevan Cowan, the President of TSX Markets and Group Head of Equities has left the organization to pursue other opportunities.
A former adviser in the UK is offering an expert timeline on when the next crucial regulatory change will hit Canada.
A respected industry veteran is pointing out a common and costly mistake by advisors looking to eventually sell their book of business for top dollar.
When this investment company went looking for experience to fill the role of Chief Investment Officer, that experience came in the form of a returning employee.
With all the hot-button issues investors are facing at the moment, many advisors are welcoming the volatility as buying opportunities for clients.
While many large investment firms seem keen on adding a robo-advisor to their lineup of services an executive for a big independent has come out much against it.