The debate is heating up as investor expectations rise and asset managers continue to try and reduce fees
Iran deal may have scuttled oil price recovery in the medium and short-term and offers advisors the most compelling case for why home country bias could ruin returns given our oil dominated securities markets.
New data suggests Canadian investors are drawn to ETFs in big numbers in large part because they’re outperforming their passive peers.
Homegrown golfers and some of the biggest names in the sport are stepping forward for the upcoming RBC Canadian Open.
TMX Group has sold the business of its investor relations subsidiary The Equicom Group Inc. to NATIONAL Public Relations Inc.
Advisors are divided on a proposal that would create a tax break for clients – but only those using the fee-based model.
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.