It was difficult to know how regulators would react when a Canadian firm wanted to launch its first-of-a-kind fund
Forget businesses, ORPP legislation could mean a revenue reduction for many Ontario advisors.
Last Thursday we asked advisors whether their clients had too much debt. The results so far aren’t too surprising.
While Canada is one of the better countries to be a professional woman in the financial services industry, a lot of work remains to be done.
Providing real value-added advice including true customized portfolios are crucial to becoming a successful advisor, according to a new report.
In the second of two parts, WP recruits wine guru to help advisors with client gift giving.
The low oil prices will spark a U.S. boom this year. But the next oil price spike is already forming.
Large U.S. insurance company takes the plunge into ETFs buying small firm with $1.5 billion in assets under management. Can we expect the same north of the border?
With American Thanksgiving in the rearview mirror it’s time for all of us to gear up for holiday gift giving. In the first of two parts (second will appear Monday) we help advisors with the process.
Many financial advisors don’t appear too eager to have an honest discussion with clients about future returns. This could be detrimental to their clients’ future financial well-being.
World Finance magazine released its annual list of winners in wealth management. You’ll never guess which of the big six won for Canada.