WP looks into the recently announced partnership between a Canadian wealth management company and a law firm
The Wealth Professional Awards brought to you by Invesco will not only raise the profile of leading advisors from across Canada but also funds for Nepal Earthquake survivors.
Inherently, advisors see it as a threat. But evidence suggests otherwise.
Independent wealth management firm uses robots to let real advisors focus on growing high net worth clients.
All the discussion about fees has one finalist for the WP Awards reiterating the importance of inserting ‘value’ into the discussion.
Gordon Eckstein, one of the key players in the Livent Entertainment financial fraud scandal, was given a lifetime ban from the Ontario Securities Commission.
The current fight to ban upfront fees is compromising the industry’s future success and likely strengthening the hand of robo-advisors and banks, caution industry veterans.
New survey suggests that a large number of Wall Streeters wouldn’t have a problem trading on illegal information if the price were right.
New survey results suggest wealth managers of all types are turning to bond ETFs to quickly fill holes in their client portfolios.
It may sound counterintuitive, but BC advisor Thane Stenner has methodically cut client numbers in order to grow his business.
Be careful what you wish for -- any prohibition on DSCs would certainly include a ban on two more-likeable product choices.