When Gerald Goertsen decided to attend a financial seminar he had no idea it was going to be such a definitive turning point
WP sat down with the CEO of Canada’s first advisor-based bank to discuss debt, banking and all things in between.
Financial Advisors looking to gain an advantage on the competition might want to become familiar with the family office.
The debate over the need for a fiduciary standing in the wealth management industry seems to be on the back burner. Clever wealth management capitalizes on perceived regulatory lassitude.
Results from the twice-yearly survey finds Canadians view their home as their saviour come retirement. Think again says Manulife Bank CEO Rick Lunny.
With the OSC investigation of maternity records improperly obtained still ongoing, RESP dealers are put in the spotlight. And it could be just the tip of the iceberg.
Interesting bits from the week that was.
Speaking with Kash Pashootan, an Ottawa-area advisor who appears frequently on BNN, WP got a real eye-opener about what to expect from the markets in 2015.
According to its latest round of financing, the car-booking service could be worth as much as $100 billion when it IPOs. Should advisors take the bait?
Black Friday arrives but European shares are in the red, Asia mixed... Retailers optimistic on Black Monday sales after Thanksgiving boom... Russian oil official predicts sub-$60 barrel by next summer; analysts warning on US shale producers... Google could be forced to break up its European business...
Simplicity is driving their popularity. Should advisors be worried these funds will make them redundant?