Advisor's 'heretical' strategy proven right
One advisor in Alberta who sold his clients’ stakes in energy is patting himself on the back, following a report from the Conference Board of Canada which said there will be no quick rebound for oil.
Advisor payrolls balloon
In a sign of things to come, advisors are having to beef up their support staff numbers an effort to better manage customer relations, according to a new report. But who pays the tab?
Quebec independent advisors lead charge against CRM2
New financial regulations are rarely introduced without some customary eye-rolling by industry associations. However, the reaction of Quebec’s leading association of independent advisors might be setting a new standard for industry backlash.
Advisor’s win at the casino is clients’ loss
One advisor’s fraud case is a good news, bad news situation where her compulsion for risk has compromised her clients.
Sustainable investing no longer second rate
Advisors are being forced to re-examine a long-held belief about an investment type, with new data pointing to just how successful it is.
What advisors can learn from Monica Lewinsky
Monica Lewinsky may not be the most likely source of inspiration for business leaders but there are a few valuable things to be learned from the 41-year-old’s impressive TED talk.
Investors taken for a real estate ride
An alleged Multimillion-dollar fraud crosses provincial borders hurting investors in Alberta, B.C. and elsewhere.
Advisors steering clients around emerging pitfall
An increasingly hot investment strategy is now seeking to entrench itself in Toronto, with the real potential to cut out the middleman – ie, you.
Advisors go public to win top clients
Advisors are increasingly focused on the 1 per cent, but a new report is validating the focus on a much-maligned group of workers.
‘Brilliant’ advisors skirting CRM2?
The speculation on the street is that certain advisors are contemplating a move that while genius, flies in the face of client interests.