Advisor claims workload led to breakdown
Heavy workloads, including long hours and unrealistic performance expectations, seem to be taking their toll on wealth management professionals around the world.
Shake up on Bay Street
There's some movers and shakers changing the face of Toronto's financial district. It's a shift landlords on Bay Street may not be prepared for, say analysts.
National Bank Securities set for rebrand
Under a new name, the bank says it will be able to simplify its mutual fund offerings.
No one under 60 should give financial advice? That's just stupid, says advisor
A WP reader reacts to the controversial remarks from a renowned U.S. investment strategist, who believes no one under the age of 60 should provide retirement savings advice.
Becoming an expert on the exit plan
With an influx of business owners on the brink of retirement, financial advisors are well-positioned to swoop in and help them close up shop.
Weekly Wrap: The Regulator Beat
The latest developments on industry regulation from across Canada and the U.S.
Far Out Friday: Retired teacher makes over $2M playing the stock market
Talk about having skeletons in the closet! This pensioner didn't tell a soul - not even her family - about her hidden fortune before she passed away.
Next to line your book?
Don't be fooled. Gen Y knows a lot more than you may think about financial planning. So much more, that you, the advisor, may want to rethink your approach to servicing them.
HFT on IIROC's radar
The regulator heads into its final stage of a study analyzing the impact of high-frequency trading and whether further regulation needs to be implemented.
Five minutes with…Ken MacCoy, Ritepartner Financial Services
This financial advisor reveals to WP everything from why he chose a career in financial planning and what's plaguing the industry to his favourite sport and who he'd choose to hang out with if he could pick anyone in the world.