Jean-Philippe Lemay explains why the firm added close to 80 years of industry experience with three key additions
Ontario advisors are calling for mandatory succession plans so clients are not abandoned if something goes awry.
A banker turned fee-only advisor is detailing the pressure placed on her to cross-sell.
The financial advisor who helped Canadians find their financial "G-Spot" has been handed a four-year jail sentence for defrauding some 20 victims of more than $1.5 million.
Canadian advisors says they`re beating their heads against a wall in fighting this growing trend unique to this country and with the power to undermine their clients` futures.
Investors worried about the move by a major Canadian mutual fund to bring portfolio management in-house are more likely to benefit from the decision than be hurt by it, say advisors.
Be cautious when handling exempt-market products advises one financial educator, after a retired Ontario fund salesman was caught recommending the products behind his firm's back.
A top investment executive warns advisors shifting to a fee-based model better justify the dough their clients are spending -- and that includes the number of GTA advisors now adopting the model.
So-called robo-advisors have put the fear of God in U.S. advisors, but Canadians say they're far from afraid.
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.