According to four people familiar with the matter, Canada’s biggest lender has its Asian wealth business under review
A Supreme Court of Canada decision to allow physician-assisted suicide will force advisors to step their game up as they work with clients for end-of-life planning, Shafik Hirani, a wealth advisor with Investors Group said in an interview with WP.
Two new surveys suggest Canadians want to pay down debt. However, one wealth expert suggests advisors should do the exact opposite. Who’s right?
A growing wealth management firm’s move into the product side of the business hit the headlines recently. WP looks at what sets it apart from its ETF peers.
Not so fast: A court ruling suggests a hospital at the centre of a privacy breach – as well as unnamed RESP dealers – could be on the hook after all.
New numbers suggest advisors may be more inclined to challenge allegations of wrongdoing. At the same time the CSA appears to be doing a better job penalizing the industry’s bad apples.
Robo-advisors may be seen as David compared to the Goliath number of traditional advisors, but they have just won new firepower. See who’s now supporting those upstarts.
One of Canada’s largest providers of multi-asset solutions announces proposed changes to a couple of its funds that will greatly alter current mandate.
WP's Top 50 advisors list is highlighting a regional divide among industry professionals, where the wealth of clients in one province is quickly eclipsing that of others. Are you in the right spot?
Conflicting surveys about the income expectations of Canadians heading into retirement are raising advisor eyebrows as well as real concerns.
Forget tech ventures – the latest company to grab for the brass ring gives sports fans the fix that they need and they’re laughing all the way to the bank.