After coming to an agreement with the OSC, the bank will repay $21.8 million to clients who were incorrectly charged fees
Getting fixed-income planning right may be the biggest challenge – and responsibility – for advisors if the prediction of a zero per cent overnight rate comes true.
An investor protection group has proposed a single website providing clients with a one-stop shop for information about advisors as a way of ferreting out the bad actors.
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?