Legal wrangle highlights need for cybersecurity
Confidential information allegedly used by one investment firm to outmaneuver another sends a clear message that advisors need to do more when it comes to privacy.
Passive management approach gains ground
If you see ETFs as a passing fad, think again, with no less than 1,900 advisors demonstrating exactly how and why those funds are primed for exponential growth.
Fee advisors offer advice to embedded commission guys
Regardless of the CRM2 extension, the onus is undeniably on embedded-commission advisors to prove their worth, caution their fee-based counterparts.
Advisors invested in the Super Bowl, but did they win?
Canadian advisors had some skin in Sunday's big showdown. So were they on the winning or losing side?
Canadians leaving billions on the table each year
An actuarial expert wonders why they're not doing a better job -- or, in fact, their advisors.
The true Canadian homeownership rate is…
Homeownership in the U.S. is lower than it’s been since 1994. What’s the Canadian experience?
Investors don’t see eye to eye with advisors
New survey suggests advisors’ bullish enthusiasm for the markets could be misplaced.
Texas story illustrates why paperwork’s no laughing matter
The next time you’re ready to complain about the amount of paperwork advisors perform, first read this tale of woe from the Lone Star state.
Average Canadians ripe for the picking says Saskatchewan advisor
It’s a growing demographic that both IIROC and IIAC advisors may have blinded themselves to, affording flat-fee players the opportunity to slide right on through.
Another KYC meltdown
Shoddy paperwork leads MFDA to lay big fine against former advisor