CFA Montreal has a new president
With Jacques Lussier stepping down as president of CFA Montreal, the board of directors turned to Jarislowsky Fraser Ltd. for leadership.
Investment industry hall of fame inductees announced
Peter M. Brown and Charles M. Winograd headline the latest class of IIAC Investment Industry Hall of Fame inductees.
Industry buzz on fees revolves around choice
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.
What’s a designation worth?
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.
Placing a value on financial advisors
Everyone beats the drum on best practices, but what is the value in following those to the letter? If you ask one investment management company, it can add 3 per cent in net returns for the client.
Turning likes into leads
Compliance-obsessed advisors get nervous when discussing Twitter, let alone using it. But social media can - and should - be more beneficial than burdensome. Here are four key steps to success.
Loose lips sink ships in brokerage
One man’s well-meant intentions get his brother-in-law and another advisor tossed from their firm, providing more evidence why a fiduciary duty may be necessary.
Advisor ditches US firm only to return
When an advisor leaves a firm it’s usually permanent, but one Ottawa-area advisor’s change of heart proves you can indeed go home.
Looking to invest? Get your ducks in a row
Real estate investment offers a lucrative return for those who know how to play it smart – but getting started is the real trick, and those who try to go it alone soon find themselves in a minefield.
‘TFSA’ name leading Canadians astray
If one B.C. advisor had her way, the TFSA would get a name change – thereby solving one of the biggest problems facing this generally misunderstood retirement product.