Don't pitch to female investors, says industry leader
Though studies reveal women are wealthier than ever and more apt to seek financial advice, the demographic remains largely untapped by industry professionals.
Weekly Wrap: Who's new?
The latest industry appointments at your finger tips.
Threat to advisors or wakeup call?
Advisors are now weighing in on Desjardins's new one-stop investment shop - set to tap into a growing pool of frustrated Toronto clients.
Far out Friday: Crazy interview answers – that worked
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.
Advisor: Forget the hype; focus on allocations
Too many advisors allow a mutual fund's back story to overshadow its actual returns, argues one industry veteran, reflecting on new research.
Advisor ban upheld by Supreme Court
The Supreme Court is standing with a provincial securities regulator on the controversial banning of an advisor.
OSC considers four new exemptions
A 90-day comment period allows for feedback on the new capital raising prospectus exemptions, proposed by the CSA.
Hearing set for Toronto man accused of $1 million in fraud
A businessman, who gained public notoriety for dealings with a former Conservative MP, will face the OSC next month.
Advisor voices concerns about new Advocis index
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.
DIY investors know the value of advice
Runner-up of this year's Horizon ETFs Biggest Winner Competition may have done it on his own, but that doesn't mean the competitor wouldn't consider financial advice down the line.