If the investment seminar WP attended yesterday is any indication, robo-advisors might want to hold off on their victory party. Here’s why.
With few assets currently worth buying the implied suggestion is that cash is the new “it” investment. WP went looking to see if advisors are stocking up.
The roster of big names behind start-up says something about the future of the industry in Canada.
WP identifies some of ‘the keeners’ in today’s wealth industry — specifically young Canadian advisors best positioned to lead tomorrow and, indeed, today
Father-son team, involved in several brokerage firm acquisitions, have worked for Richardson GMP and Marquarie Private Wealth.
Wolfgang Klein's Wealth Professional Canada Top 50 Advisor Profile
Brian Jones's Wealth Professional Canada Top 50 Advisor Profile
Neil McIver's Wealth Professional Canada Top 50 Advisor Profile
IIROC panel hearing scheduled for former RBC and Scotia representative accused of forgery and unauthorized trading
Canada’s Big Six didn’t crack the top-three in JD Power’s investor satisfaction survey. But overall satisfaction with the full-service investment firms increased – especially among investors who were given a transparent account of fees.