WP looks into the recently announced partnership between a Canadian wealth management company and a law firm
An Australian bank intends to train its tellers to provide financial advice as it prepares to cut jobs across several of its branches.
Though studies reveal women are wealthier than ever and more apt to seek financial advice, the demographic remains largely untapped by industry professionals.
The latest industry appointments at your finger tips.
Advisors are now weighing in on Desjardins's new one-stop investment shop - set to tap into a growing pool of frustrated Toronto clients.
What's the strangest interview answer you've given or received? These employees prove that a weird, off-the-cuff answer isn't always a negative.
Too many advisors allow a mutual fund's back story to overshadow its actual returns, argues one industry veteran, reflecting on new research.
The Supreme Court is standing with a provincial securities regulator on the controversial banning of an advisor.
A 90-day comment period allows for feedback on the new capital raising prospectus exemptions, proposed by the CSA.
A businessman, who gained public notoriety for dealings with a former Conservative MP, will face the OSC next month.
The Advocis Financial Advisors Index will incorporate the feedback from 500 of its members to measure industry confidence, based on key indicators from their clients.