Firm accuses ‘$2b’ team of trash talk
A growing number of advisors are now debating whether to defect to other firms, but this high-profile lawsuit suggests they’d better watch what they say about their old brokerages.
Time to outsource advisors’ work?
Advisors as store clerks? That may effectively be the future for bright financial planners looking to up their ‘value-add’ for clients.
CFA Society selects new board members
The prestigious CFA Society Toronto has welcomed four new board members, following the appointment of a 15-year veteran at TD to board chair.
Probably the most important marketing channel for financial planners doesn’t involve formal communication at all: it’s all about referrals.
MFDA goes back to school
The SRO looks to develop continuing education program for advisors suggesting CRM2 is setting the bar higher for everyone in wealth management.
What’s your client loyalty quotient?
Industry expert recommends advisors ask themselves five questions when assessing client loyalty.
New exchange now has listings platform
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.
Not all millennials are opposed to stocks
Many young people have a big aversion to stocks, but a 28-year-old with an interesting career actually can’t live without them.
Advisors continue to ponder an uncertain future
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.
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.