Breaking news

  • 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.

  • Athlete IPO back on the table?

    A firm looking to offer the world's first-ever IPO of a professional athlete is now disclosing key details, including the name, rank and securities number.

  • Do mortgage brokers have the 'aptitude' for financial planning?

    There's a global debate brewing on whether mortgage brokers have the "aptitude" to add financial planning to their repertoires – a question doing little to stem the flow of players doing just that.

  • 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.

  • Ex-Madoff employees convicted

    A U.S. District Court jury finds five former employees of Bernie Madoff guilty of assisting in one of the biggest Ponzi schemes in U.S. history.

  • International Wrap: News in Brief

    WP brings you the latest headlines from around the world.