Where’s the beef? It’s the question advisors critical of DSC funds are asking colleagues who use them, suggesting, too few are doing the heavy lifting needed to rationalize the fees.
The industry is kidding itself, says a seasoned veteran laying out a passionate case against 5 per cent upfront.
In a sign of things to come, advisors are having to beef up their support staff numbers an effort to better manage customer relations, according to a new report. But who pays the tab?
New numbers are quantifying the kind of chop to mutual fund sales advisors may experience post-CRM2 implementation.
For those who think charitable giving is all about tax savings and nothing more — think again. Having a dialogue with your clients is increasingly good business.
At least that’s the word from one of Canada’s largest pension funds.
One of pro ball's biggest stars is speaking out about his financial planner with the kind of endorsement most advisors can only dream of.
Last year’s list was so well received by advisors there was no choice but to do it again in 2015.
At least those are the findings of a new survey. While affluent Americans seemingly see no end to the six-year bull-run, Canadians are wondering if things will only get worse.
National Bank exec moves over to country’s largest independent broker. Is this the beginning of an exodus?