“The next generation of wealthy clients is going to be much more demanding,” says the CFA Institute’s managing director
It turns out Canadians aren’t identical to Americans when it comes to hitting the mall. The same can probably be said for investing. Don’t assume what works in the U.S. will work here.
Financial literacy continues to be an important discussion for industry professionals. That’s because Canadians aren’t very savvy when it comes to money. Here’s one app that’s trying to help break through disconnect.
WP reached out to three ETF heavyweights to get their thoughts on the year ahead in the highly competitive space. Here’s what we learned.
There’s really no explanation yet many public companies continue to ignore the writing on the wall.
Every Friday WP takes a look at the five best-performing ETFs for the past week. Are any of them in your clients’ portfolios?
Financial advisors generally don’t agree on much but when it comes to the subject of paperwork, they definitely see eye-to-eye.
No matter how big your firm your personal reputation is still everything. Third-party recommendations could do the trick.
New evidence suggests women are making inroads when it comes to leadership. That’s great news for the financial advisor community.
You might complain about CRM2 and the extra paperwork it’s creating but the reality is you’ve got it pretty good when it comes to career choices.
New evidence suggests women are making inroads when it comes to board appointments with Canadian publicly traded companies. Is it enough?