Recent discussions on the WP website revolving around the pros and cons of embedded compensation have gotten quite heated. A British Columbia advisor presents an interesting hypothesis.
CRM2 implementation lays bare the dollars earned by advisors for providing financial advice. Yet, many fee-based advisors continue to advocate for the elimination of embedded compensation. So, why the big push?
Not exactly CRM2-related, the OSC’s Joint Serious Offences Team looks to put the boots to a former Toronto resident who is alleged to have doctored financial statements for a client’s portfolio.
Maintaining balance when two are not one
PwC senior strategic advisor warns rash, reactionary reform could decimate a key Canadian industry.
The head of Canada's financial advisors association cautions on pace of reform.
Advocis: Adopting a ban on commission-based investment advice would leave the Canadian middle-class without access to advisors.
Going solo – sans big firm – can be daunting for any financial planner. But still so many continue to dream. One advisor who overcame that fear now wants to help guide others through it
When the beloved list-reader went missing a lesson in estate-planning was at hand.