Despite their continued expansion, robo-advice platforms remain a new and complicated concept for many of Canada’s financial advisors
Late summer markets are drifting around record highs. Many question whether the valuations are sustainable. There is hope.
Cranson offers a deal that belies the reputation of alt investments as speculative, risky.
The Chinese currency is rapidly become a key global trade currency. Ontario and BC are gunning to get in on the action.
The first wave of mandatory CRM2 changes came into effect more than a month ago, but some planners tell WealthProfessional.ca their clients remain largely unaware of the new regulations – casting their advisors in the same proactive role they already played.
The founder of a Vancouver-based advisory firm explains how radical tech disruption arrives this fall.
The argument for active management: The boom era in domestic fixed income is over. It’s time to move on.
The beloved cartoonist has riled the industry with some incredible, dubious claims. Push back has ensued.
Advisors, here is your chance to sound off on Canadian fund providers!
Guest columnist Samantha Prasad, LL.B., asks whether it's time to sell your winners.
Aren't you glad you had clients take a bite out of that Timmies IPO.