Family offices exposed
Financial Advisors looking to gain an advantage on the competition might want to become familiar with the family office.
Clever Marketing 101: Davis Rea talks fiduciary duty
The debate over the need for a fiduciary standing in the wealth management industry seems to be on the back burner. Clever wealth management capitalizes on perceived regulatory lassitude.
Manulife finds good and bad in bank debt survey
Results from the twice-yearly survey finds Canadians view their home as their saviour come retirement. Think again says Manulife Bank CEO Rick Lunny.
RESP dealers remain nameless
With the OSC investigation of maternity records improperly obtained still ongoing, RESP dealers are put in the spotlight. And it could be just the tip of the iceberg.
Fun Friday Reads
Interesting bits from the week that was.
Well read: Advisors need to manage expectations heading into 2015
Speaking with Kash Pashootan, an Ottawa-area advisor who appears frequently on BNN, WP got a real eye-opener about what to expect from the markets in 2015.
Uber’s worth how much?
According to its latest round of financing, the car-booking service could be worth as much as $100 billion when it IPOs. Should advisors take the bait?
Daily Market Update
Black Friday arrives but European shares are in the red, Asia mixed... Retailers optimistic on Black Monday sales after Thanksgiving boom... Russian oil official predicts sub-$60 barrel by next summer; analysts warning on US shale producers... Google could be forced to break up its European business...
Sun Life uses target date funds to capture group retirement market share
Simplicity is driving their popularity. Should advisors be worried these funds will make them redundant?
Why financial advisors still exist
If the investment seminar WP attended yesterday is any indication, robo-advisors might want to hold off on their victory party. Here’s why.