Despite their continued expansion, robo-advice platforms remain a new and complicated concept for many of Canada’s financial advisors
Probably the most important marketing channel for financial planners doesn’t involve formal communication at all: it’s all about referrals.
The SRO looks to develop continuing education program for advisors suggesting CRM2 is setting the bar higher for everyone in wealth management.
Industry expert recommends advisors ask themselves five questions when assessing client loyalty.
New kid on the block Aequitas NEO Exchange Inc. has taken another step – the launch of a listings platform for capital-raising companies and investment products.
Many young people have a big aversion to stocks, but a 28-year-old with an interesting career actually can’t live without them.
As the months pass and the final two phases of CRM2 are implemented, it’s only natural that advisors question the sanity of it all.
With Jacques Lussier stepping down as president of CFA Montreal, the board of directors turned to Jarislowsky Fraser Ltd. for leadership.
Peter M. Brown and Charles M. Winograd headline the latest class of IIAC Investment Industry Hall of Fame inductees.
It doesn’t matter if you’re an advisor or product manufacturer, those most affected by fees continue to have a lot to say – good and bad – about the regulators’ examination of fees.
On Tuesday WP looked at how important the CFP certification is to an advisor’s practice but if one Toronto advisor had his way it could become even more valuable.