Despite their continued expansion, robo-advice platforms remain a new and complicated concept for many of Canada’s financial advisors
The case for wooing clients away from the big banks might have just gotten more difficult due to an $11 million lawsuit against two independent financial advisors.
In recent months the demand for alternatives has waned somewhat. Analysis suggests clients and, indeed, advisors are increasingly looking to the stock market for safe haven. Good move?
WP had a 30-minute discussion with IIAC's CRM2 expert Friday. Their rationale for extending the implementation by six months makes sense. Here’s why.
No, we’re not talking about New Year’s but rather our newest poll. Read on to find out about this week’s question.
Earlier this week Billy Munnelly of Billy’s Best Bottles put out his annual holiday wine list. None of them will break the bank.
Some interesting anecdotes from the week that was, guaranteed to make you the toast of the holiday party circuit.
With all the worry attached to CRM2, advisors may have lost sight of just how good they really have it. Here's a timely reminder.
And no, we’re not talking about the unification process that’s underway across Canada that will bring all 40 accounting bodies under the CPA banner.
Institutional Investor magazine is tweeting about key changes to one of the world's most successful stock markets. Here's why you should care.
The Ministry of Finance is providing more details about the Ontario pension plan, but what if any support it will lend a ballooning demographic?