Despite their continued expansion, robo-advice platforms remain a new and complicated concept for many of Canada’s financial advisors
How money managers for a major pension fund scored big; the clients, not so much
One enterprising advisor has successfully tapped demand for a misunderstood registered savings plan, quietly forging leads and giving bank competitors a run for their money.
Power Financial's investment in a robo-advisor speaks to how much those startups need big firm accounts.
Chris Polson will bring an outsider’s perspective to the WP Awards judging.
Even veterans of the fee-based model concede it won't be enough to protect clients from unscrupulous advisors fixated on investment.
It hasn’t yet reached the fever pitch of an auction, but another firm is raising eyebrows with its offer to buy advisor books.
A big firm’s come up with a way to help its top advisors dump low-asset clients without alienating their affections.
An interesting statistic in the U.S. suggests there’s a better job in wealth management that pays more and likely involves far fewer phone calls from concerned clients. Care to guess what it is?
A former NFLer turned advisor now faces charges surrounding an alleged $32m Ponzi scheme.
A Toronto advisor is pointing to a recent case as proof-positive of the need for better succession planning across the industry.