WP looks into the recently announced partnership between a Canadian wealth management company and a law firm
Goldman Sachs Asset Management (GSAM) will purchase Royal Bank of Scotland (RBS) Asset Management’s money market funds to complement its fixed income and liquidity management business, the firm announced Monday.
Forget “the birds and the bees,” here is a recipe for the most uncomfortable but necessary conversation you’ll ever have with your clients. Get your pen and paper.
A respected industry player has its work cut out for it in wooing savvy clients away from ETFs with lighter-fee mutual funds, argue fee-based advisors.
Your clients could be on the way to scoring a touchdown with a new equities investment... He's 6'4" and can throw a wide pass like nobody's business.
Financial advisors are taking heed – both on and off the job – with a lawsuit alleging a Bay Street player made a mockery of himself and his career during a “drunken escapade” in Arkansas.
The cancelled $500m deal for a Canadian fibre-optics company has advisors concerned about Canadian equities considering the scathing remarks of the international buyer.
Toronto advisors have described a UK regulator's new policy on consumer protection as "chilling," saying it could tread on the rights of industry professionals in its quest for transparency.
New and disturbing details emerged Wednesday in the trial of an advisor accused of defrauding and murdering his client.
This latest move by the industry's federal regulator could hurt and not help independent firms now fighting to compete with the big banks.
Banks have pulled back on their willingness to facilitate mortgage investment as part of self-directed RRSPs -- a move with the potential to limit client access to this increasingly important vehicle.