Carving out a niche market isn't a one-man show, says advisor
Servicing one particular type of client can be good for business, but make sure you know your market and have the right people to back you up, suggests one Ontario advisor.
In-depth with No. 1 from WP's Top 50 Advisors in Canada
WP gets down to the nitty gritty with number 1 on this prestigious list, as he shares his insights on today's market in a candid Q&A.
Estate planning to build your book
This inevitable discussion about your client's estate and will could actually generate you, the advisor, more business, says an industry veteran.
RBC named in LIBOR lawsuit
The FDIC accuses more than a dozen financial institutions of allegedly manipulating the LIBOR rates.
Weekly Wrap: From the Regulators
The latest developments on industry regulation from across the country.
Courts to proceed with class action suit against ex-advisor
An advisor facing first-degree murder charges will likely first face a class-action suit from clients after a court ruling refusing to block that motion.
Far-Out Friday: Top 10 Hollywood Estate-Planning Mishaps
From Thinkadvisor.com, WP recaps estate-planning blunders from late Hollywood stars, who continue to capture our attention long after they've left the spotlight. Here are some definite 'do nots' to take to your next client meeting.
Nova Scotia fraudster faces another lawsuit
Another lawsuit is launched against an ex-advisor who was convicted of bilking dozens of Canadian investors out of millions of dollars last November.
In-depth with No. 2 from WP's Top 50 Advisors in Canada
WP gets down to the nitty gritty with number 2 on this prestigious list, as she shares her insights on today's market in a candid Q&A.
Keep your finances to yourself, say some advisors
Advisors react to actions taken by a Vancouver advisor - who successfully sued CIBC for wrongful dismissal.