There could be fireworks at next month’s roundtable, but is there a compromise that suits everyone?
Hold your fire: Here are five inadvertent benefits to DSC funds that not even their most passionate opponents can deny.
It defies every stereotype about overly cautious Canadians, with clients increasingly pushing their advisors into a very uncomfortable and possibly dangerous situation.
Heat from his advisors may have forced Schwab’s CEO to downplay the importance of his new robo-advisor service.
Ursula Menke has been appointed as the newest Chair of the Investor Advisory Panel taking over from the outgoing Chair, Connie Craddock, on June 1.
An IIROC advisor is now admitting to an aggressive investment plan for an “unsophisticated” client – moves that garnered the dealer a whopping revenue increase.
Investigators from the Peel Regional Police Fraud Bureau have charged two men with using an alleged Ponzi scheme to bilk 24 investors of more than $4 million.
Aw-shucks. One of the most influential advisors in North America is arguing that the MBA has now been eclipsed by one of the wealth industry’s top designations.
Massive fines against two errant advisors – and their loyal employee – may be impressive, but will they ever get collected?
Industry players across Canada will converge on Toronto to celebrate the kind of advisor and dealer excellence highlighted in today’s list of finalists for the WP Awards.
Available for less than a month the newest trend in wearable technology tells clients all they need to know about an advisor – and it’s not good.