Toronto man accused of scamming CPP and OAS of almost $200K
Do advisors need to keep tabs on the actions of deceased client's offspring?
Canadians in the dark over taxes on their investments: Study
Advisors need to improve their communication with clients over how their investments are impacted by taxes, according to results from a new study.
Industry Commentary: When clients want the new black
How to remain on the cutting edge with clients and avoid competitors getting a handle on your book.
Polls impact Quebec banks: Analysts
Analysts predict shares of the provinces' banks will need time to recover, relative to Canada's Big 5, following the election.
Regulate the industry salesperson, says advisor
One WP reader is suggesting more government regulation would ease the sales-first approach and improve industry professionalism.
Taking a different tack?
Big players may be making a move into the exempt market space, but advisors across the country have been slower to steer their clients in the same direction. But that may be about to change.
Far Out Friday: From advisor to movie star
Losing his job after his firm went bankrupt, this former financial consultant made a career change he was least expecting.
Weekly Wrap: The Regulator Beat
The latest developments on industry regulation from across the country.
Product pushers aren't planners, says industry veteran
More needs to be done to move the industry away from a culture of sales to one that prides itself on educational standards, suggests a wealth advisory director.
Part 2: Getting down with the designation
On the heals of IIROC's latest guidance notes on how to debunk the confusion behind, what is commonly labelled, the alphabet soup of industry designations, two Montreal advisors express their point of view on why one certification is increasingly essential to the recipe.