Advisor on the ‘defensive’ to protect assets
A growing number of advisors fear the end of the current bull market, but one award-winning player is using a creative strategy to hedge against that future volatility.
CFA exam-taker handicapped by his firm
Candid comments by a 20-something advisor on the eve of the CFA exam suggests some firms may have hurt rather than helped the chances of some test-takers.
Big firms hang up on Blackberry
It’s foreboding to say the least, with a new move by the big wealth management firms set to negatively impact Blackberry.
Assante advisor takes WP’s top prize
It was arguably the biggest win of the night, with a leading Waterloo, Ont., player being named Advisor of the Year.
No ifs, ands or buts – advisors clued into threat
Mistrust of robo firms is rampant, but there’s one type advisors fear most, according to new research.
Advisors revel in victory at WP Awards
This first outing for the WP Awards cut a wide swath across the advisor channel, with winners in 21 categories drawn from across this country.
Freedom 55? Try Freedom…
It may be feast or famine for advisors over the next 20 years with new research pointing to a growing income gap between their richest and poorest clients.
Advisor accused of turning client money into gold
One industry player is facing the possibility of decades in jail for allegedly hiding his client’s gold in the basement.
Judge hands advisor jail time…finally
A one-time mutual fund salesperson faces the music in a case that’s been ongoing since 2009.
Advisors offer tough-love to young clients
Increasingly, advisors with younger clients are forced to deal with student debt before jumping into the investment portion of financial plan.