A complicated investment is any one that the client doesn’t understand – and that can result in more downside than upside, writes Markus Muhs
Leading financial advisor explains how one conversation can open the door to new clients
Is the conflict of interest really down to the advisors themselves – or is it a problem with the system?
Leading Canadian financial advisor has his say on why it’s right to shake-up the status quo
The same principles that led the Oakland A’s to success can set any business up to weather a crisis, writes Jamie Townsend
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
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.
Your clients' segregating of money into different 'accounts' could be spelling disaster for their investments. A Fidelity investment commentator explains.
Financial advisor coach Tony Vidler, debates what it means to be a good advisor, and how to demonstrate this to the public
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.
Here, here, advisors! Your support for embedded commissions may be ensuring affordability for clients who otherwise would miss out. Here’s why.