A new report revealing how different generations handle financial setbacks suggests advisors had better be good at handholding their younger clients
This first outing for the WP Awards cut a wide swath across the advisor channel, with winners in 21 categories drawn from across this country.
Independent wealth management firm uses robots to let real advisors focus on growing high net worth clients.
It may sound counterintuitive, but BC advisor Thane Stenner has methodically cut client numbers in order to grow his business.
It defies every stereotype about overly cautious Canadians, with clients increasingly pushing their advisors into a very uncomfortable and possibly dangerous situation.
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.
It’s arguably the award with the greatest impact on an advisor’s future book and here’s who’s in the running.
The first annual Wealth Professional Awards brought to you by Invesco are set for June 5 at the Liberty Grand in Toronto and we’ve got your first set of finalists.
A 37-year veteran of the industry – now drawing heat for predicting a real estate crash -- is sharing what it all means for advisors.
A fine of $200K is large, but the opportunity costs of having to sit out a full two-year suspension may be even greater for a young advisor losing his appeal in IIROC proceedings.