Despite their continued expansion, robo-advice platforms remain a new and complicated concept for many of Canada’s financial advisors
WP’s weekly look at products and/or services available in other parts of the world uncovers an ETF using a simple, yet effective methodology for picking stocks that handily outperforms the S&P 500.
A protracted high-profile divorce case finally settles, but not before offering advisors key takeaways for any embattled clients.
WP recently spoke with an Oakville-based firm about its past, present and future. Despite five years of success it still faces key challenges when it comes to business development.
There’s still a narrow victory for one side on a thorny question with real potential to shape the industry’s future.
Movers and shakers gathered at the Empire Club Thursday to hear the annual state of the union, with panelists painting a rosier picture than falling oil prices and the threat of European deflation might suggest.
In what we hope becomes a weekly feature, WP looks at the five-best performing TSX-listed ETFs from the past five days.
While Twitter, LinkedIn and many other sites can help you in these efforts to boost your online reputation, it’s important to maintain your brand’s online integrity. Here’s how to do it.
The employment news south of the border has to be one of the biggest stories of the day. Will Canada benefit?
A Toronto-based multi-family office garners additional interest south of the border. There appears no end to the good news in this niche segment.
Some in the financial services industry believe that a large gap exists between traditional financial advice and do-it-yourself investing. The question is whether this gap – real or perceived – needs to be filled. WP asks Questrade CEO Edward Kholodenko to weigh-in on the subject.