“The next generation of wealthy clients is going to be much more demanding,” says the CFA Institute’s managing director
Quebec financial regulator Authorité des marches financiers (AMF) looks into suspicious trading of possible rogue branch. Nothing proven at this point but where there’s smoke there’s fire.
Advisors might have to change their approach and consider the ORPP as yet another hurdle to overcome when it comes to financial planning for your client’s retirement, said Rona Birenbaum, a wealth advisor with Caring for Clients.
The many issues plaguing the financial services business today are not the fault of advisors says one investor watchdog. The real problem lies further up the corporate ladder.
A boatload of firms reported Q4 earnings yesterday and today. Here are a few of the wealth management highlights.
U.S. oil expert warns that things are going to get a lot worse in the second quarter. Time to batten down the hatches?
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?