Toronto couple busted for $1M fraud
A husband-and-wife duo managed to bilk some of the top financial services companies out of more than $1 million in an insurance claim.
New Poll Question
Don't be bashful, take a minute and answer today's poll question specifically focused on tracking advisor attitudes.
Dodgy financial planner practices exposed
A TV program, aired Monday, examines the alleged fraudulent actions by financial planners and a delayed regulatory investigation in the 2008 CBA scandal.
'Pension plan changes not enough'
Canada's auditor general identifies the financial costs and risks associated with public pension plans in his spring report.
International Wrap: News in Brief
WP brings you the latest headlines from around the world.
Putting an age on retirement savings
Imagine basing your clients' retirement savings plan on their own individual life expectancy prediction. It's a formula the U.K. is considering for up-and-coming pensioners. But, what would this mean for financial planners?
Thinking impact when investing
According to a new report, investors are increasingly thinking beyond the green of dollar signs and more about how the social and environmental impacts of their investment decisions.
Government savings plan a shot to advisors
A new provincial savings plan set to be introduced in Quebec on July 1 has independent advisors outraged and calling for reform.
Pet estate planning a given, says advisor
It's no surprise pet owners want to provide for their animals after they pass away, says one financial planner.
Ex-Montreal advisor charged with fraud
The former financial planner and two suspected counterparts are accused of bilking several clients out of millions of dollars through phoney investment opportunities, according to the RCMP.