Opinion: Conflicted advisors – when weekly sales targets take priority over client care
Is the conflict of interest really down to the advisors themselves – or is it a problem with the system?
Opinion: Why the time to eliminate trailers has come
Leading Canadian financial advisor has his say on why it’s right to shake-up the status quo
‘Moneyballing’ a business
The same principles that led the Oakland A’s to success can set any business up to weather a crisis, writes Jamie Townsend
Show Your Clients You Really Care
Finally, Canadian advisors can get a designation in responsible investing. It’s no surprise that this new certificate comes from Deb Abbey, the heart and soul of RI in Canada
Opinion: Go boldly into fee-base comp.
Some advisors may be sold on the benefits of fee-based compensation, but they still have client retention concerns. But should they? Vanguard's Jason McIntyre takes up the question.
Opinion: Beware the pitfalls of mental accounting
Your clients' segregating of money into different 'accounts' could be spelling disaster for their investments. A Fidelity investment commentator explains.
Opinion: What is a good advisor?
Financial advisor coach Tony Vidler, debates what it means to be a good advisor, and how to demonstrate this to the public
Opinion: Commission bans would harm Main Street
In the name of Main Street – and not just advisors! – regulators must resist the urge to ban embedded commissions, argues the president The Investment Funds Institute of Canada.
Embedded commissions: the affordable way?
Here, here, advisors! Your support for embedded commissions may be ensuring affordability for clients who otherwise would miss out. Here’s why.
Opinion: A bigger book ain't always a better book
Forget what every senior advisor has ever told you, a bigger client base isn't always better one, if you're focused on maximizing net earnings.