Test would decide if clients ‘smarter’ than advisors
You’re not going to like it, but one investor is pointing to test questions he says will decide whether your clients can – and should – do away with your services.
Investment group eyes potential in senior residences
The baby boomer market has been a lucrative market for decades – and now as they enter retirement, one investment firm is keying on residences that cater to this large group’s needs.
The end of the bull market
While new information from one of the world’s biggest asset managers suggests the bull market is coming to an end, a growing number of Canadian advisors argue otherwise.
Advisor conned hockey vets
The unsuspecting victims – 12 former and one active NHL players – were defrauded of millions by a financial advisor and his race car driving partner.
Turbulent China: look to Hong Kong not Shanghai
Panic selling and plummeting indices in Shanghai do not mean you should turn your clients away from China altogether. Here’s why.
Wealth manager reduces fund fees
One wealth management company has reduced fees across a number of its funds, with the aim of helping advisors grow their business for a “fee-based future.”
Rising household debt demands action from advisors
According to BMO’s annual debt report, the average household debt in Canada has exceeded $90,000, posing a challenge to advisors as they look to manage their clients’ wealth.
TMX Group names global equities CEO
Nicholas Thadaney is taking over as the president and CEO of global equity capital markets at TMX Group Limited.
OSC delivers for advisors
In the fall the OSC will bring out changes to exempt market regulations and one industry insider gives us the lowdown on why you should be excited.
What can advisors expect come 2030
A new report from a leading consultant gives advisors some good insight into the future of the investment management business.