The shockwaves of the Trump victory are still reverberating through the global financial markets, but what should advisors be doing in the current environment?
Some advisors support a proposed private member's bill that, if passed, would further regulate financial planners in Ontario.
Knowing when to say goodbye may be half the battle, but how do you tell a client that the honeymoon is over? One advisor has some advice on how to do so.
Financial planner expresses frustration over extra administrative duties, she says are not a priority for her clients.
You think you're in a competitive market. Wealth professionals in this country say there are only 259 people to each advisor.
Toronto advisors fancy themselves card-carrying members of the big league, but do they understand -- let alone speak -- 'Wall Street-ese'?
Here are some of the top stories that WP followed this week.
You may think it’s surplus to requirements, but a new study reinforces just how much stock big firms place in the CFP as a barometer of any advisor’s potential.
The Ontario government has more on its mind than ensuring its citizens get quality financial advice.
WP gets down to the nitty gritty with number 9 on this prestigious list, as she shares her insights on today's market in a candid Q&A session.
One advisor suggests giving up your role as financial advisor to take over a client's estate.