Advisors who ignore the rise of fintech and robo advice are going to struggle to stay competitive
Sending a seasons greeting to your clients can be the finishing touch to a successful year’s relationship building, but get it wrong and you could undo all that hard work. Here are some top Yuletide tips.
"Investor stakeholders" are calling for a sea-change in advisor accountability, according to a consultation update from the CSA, released Tuesday.
A search is now underway for a leader to replace AGF's Martin Hubbes and guide the brokerage through an increasingly dynamic market.
Another big brokerage is outlining key reductions to its fee schedule -- specifically meant to address client concerns.
Relationship building with clients takes more than selling them a well-glossed strategy or return-driven investment, explains leading advisor Craig Swistun.
A new survey reveals that Canadians are feeling less prosperous this year over last, with many forgoing an RRSP contribution.
IIROC is holding an advisor accountable after mishandled retiree accounts resulted in tens of thousands of dollars in losses during the financial crisis.
With more than 30 years of independent consulting experience, the firm's new addition will focus on the North American interest rate, the currency market trend and trends in the gold market.
A high-profile advisor to professional athletes has been found guilty of obstructing a jury looking into a forged contract binding a client to her firm.
Advisors are digesting the news that the Supreme Court has kiboshed attempts by two of the industry's biggest mutual funds to stop a class action suit against them.