“The next generation of wealthy clients is going to be much more demanding,” says the CFA Institute’s managing director
A respected industry veteran is pointing out a common and costly mistake by advisors looking to eventually sell their book of business for top dollar.
When this investment company went looking for experience to fill the role of Chief Investment Officer, that experience came in the form of a returning employee.
With all the hot-button issues investors are facing at the moment, many advisors are welcoming the volatility as buying opportunities for clients.
While many large investment firms seem keen on adding a robo-advisor to their lineup of services an executive for a big independent has come out much against it.
At a recent forum in Cambridge, Ont., the head of the Canada Deposit Insurance Corporation shared his thoughts on what – if anything – we’ve learned from the recent financial crisis.
Greece brought its proposal for a third bailout to creditors in just under the wire Thursday – something that should quiet the nerves of some clients here in Canada, say advisors
IIROC is addressing concerns that panel decisions in two recent cases expose inconsistencies in advisor sanctions.
You betcha. For purists, a “Canadian” CFP may soon be worth more than an American one given controversial changes south of the border.
When Questrade entered the Canadian exchange traded fund space, they saw an opportunity that wasn’t being fulfilled for Canadian investors.
How to write a business plan that actually works.