While many large investment firms seem keen on adding a robo-advisor to their lineup of services an executive for a big independent has come out much against it.
Monday’s decline on the TSX is exposing just how much more exposed to the effects of both Greece and China Canadian investors are than their counterparts in the US.
Advisor are already weighing in on the implications of Greece’s referendum vote Sunday.
When an advisor leaves a firm it’s usually permanent, but one Ottawa-area advisor’s change of heart proves you can indeed go home.
Advisors in Canada may have dodged a bullet with new indications big competitors are staying clear of the Canadian market.
The lone-wolf advisor is increasingly a thing of the past as compliance forces advisors into teams, with mixed results.
Accountants can. Lawyers can. Even dieticians can incorporate in order to make sure that their business can run in an effective and tax efficient manner. But many, many Wealth professionals can’t – what’s going on?
Paul Allison of Raymond James is on Wealth Professional Canada's Hot List of 2015.
It’s arguably the award with the greatest impact on an advisor’s future book and here’s who’s in the running.
The second round of finalists for the Wealth Professional Awards brought to you by Invesco have been revealed – have you made the cut?