Despite their continued expansion, robo-advice platforms remain a new and complicated concept for many of Canada’s financial advisors
New venture provides Canadian business owners with an alternative. Advisors with this kind of client might want to get to know them.
While the Tories’ plan does little for most Canadians according to SFU finance professor, high net worth clients could be in for a windfall.
The buck may soon stop -- not with the firm -- but with the advisors themselves, as Canada examines a U.S. proposal holding advisors to "fiduciary duty."
Advisors may still be debating it, but IFIC has already concluded that Ontario's proposed pension plan should be scrapped. Here's why.
Advisors beware: Buying into medical pot investment may be hazardous for your clients' health, according to a new report from CSA.
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.