Despite their continued expansion, robo-advice platforms remain a new and complicated concept for many of Canada’s financial advisors
Recent discussions on the WP website revolving around the pros and cons of embedded compensation have gotten quite heated. A British Columbia advisor presents an interesting hypothesis.
New product intro suggests managed solutions are the wave of the future. Are you buying?
Recent comments by Toronto personal finance expert Preet Banerjee suggest renting sometimes is the better play – even as housing prices in Canada’s largest city continue to climb.
Financial Times article suggests our public pensions aren’t walking the walk, let alone talking the talk.
One of the world’s largest investment managers is pushing farther into socially responsible investing. Are advisors aware of their clients’ big-picture wishes?
With plenty of uncertainty in the marketplace these days, from everything like housing to oil, it’s become all the more imperative for small business owners to prepare for retirement, a senior wealth advisor said in an interview with WP.
It's a question advisors should be asking as they eye the kind of impressive portfolio growth brokerages south of the border are now crowing about.
Early last week a U.S. magazine for financial advisors ran down its list of the 10 best bloggers in America. WP reached out to a well-known Canadian finance blogger for his thoughts on some of this country’s best. Were you on the list?
Canada’s biggest securities regulator offers up serious cash in an effort to protect investors. Time will tell if this makes a difference in prosecuting wrongdoing.
CRM2 implementation lays bare the dollars earned by advisors for providing financial advice. Yet, many fee-based advisors continue to advocate for the elimination of embedded compensation. So, why the big push?