Aging clients are increasingly turning to other financial professionals to scrutinize the decisions of their investment advisors and guard against churning.
This group of former athletes have made a successful transition from the rink to the boardroom. WP counts them down.
Industry players across Canada will converge on Toronto to celebrate the kind of advisor and dealer excellence highlighted in today’s list of finalists for the WP Awards.
The Ontario Securities Commission has rejected a request that it should – and not IIROC – issue a new penalty for an advisor appealing an earlier decision.
WP was lucky enough to be in the same room as Dr. Woody Brock last week when the famed economist spoke to a small group of invited guests about the investor’s valiant search for yield; it’s not going to be an easy one.
The buck may soon stop -- not with the firm -- but with the advisors themselves, as Canada examines a U.S. proposal holding advisors to "fiduciary duty."
Last year’s list was so well received by advisors there was no choice but to do it again in 2015.
Recent comments by Toronto personal finance expert Preet Banerjee suggest renting sometimes is the better play – even as housing prices in Canada’s largest city continue to climb.
Bank of Canada lowers overnight rate to 0.75%. Retirees spending time in Florida and Arizona this winter getting hit in the pocketbook. Are your clients prepared?
The case for wooing clients away from the big banks might have just gotten more difficult due to an $11 million lawsuit against two independent financial advisors.