Impact investments becoming important piece of the pie
One of the world’s largest investment managers is pushing farther into socially responsible investing. Are advisors aware of their clients’ big-picture wishes?
Small business owners face retirement readiness issue
With plenty of uncertainty in the marketplace these days, from everything like housing to oil, it’s become all the more imperative for small business owners to prepare for retirement, a senior wealth advisor said in an interview with WP.
Are Canadian firms doing enough bragging?
It's a question advisors should be asking as they eye the kind of impressive portfolio growth brokerages south of the border are now crowing about.
Canadian advisors’ blogs worth a gander
Early last week a U.S. magazine for financial advisors ran down its list of the 10 best bloggers in America. WP reached out to a well-known Canadian finance blogger for his thoughts on some of this country’s best. Were you on the list?
Regulator puts its money where its mouth is
Canada’s biggest securities regulator offers up serious cash in an effort to protect investors. Time will tell if this makes a difference in prosecuting wrongdoing.
Embedded compensation: Does it really need to go?
CRM2 implementation lays bare the dollars earned by advisors for providing financial advice. Yet, many fee-based advisors continue to advocate for the elimination of embedded compensation. So, why the big push?
Former Ticat punted to jail
Professional athlete turned investment advisor steals from the unlikeliest of victims.
Advisors temper millennials’ expectations
Millennials need to be real, not ideal, about their prospects for retirement, a senior wealth advisor at the Meridian Credit Union tells WP.
Fund companies push back
CSA might have been the first to blink in fund company showdown.
Fund fees take a hit
The IIROC guys won’t be amused, with some ETF providers now rushing to reduce the already low cost associated with those investments.