"The return of the boutique firm"
Richardson GMP CEO Andrew Marsh talks advisor retention and the survival of Canadian independents in the wake of his firm's acquisition of Macquarie Private Wealth and dozens of advisors jumping ship.
Canada's top 50 advisors unveiled
WP releases the first half of its Top 50 Advisors in Canada list, featured in the latest issue of WP Magazine.
Top advisors transfer to Dundee
Upon approval by IIROC, a transfer of more than 60 investment advisors will take place in March, according to the firm.
No gold rush ahead, says top investment firm
Heads up for clients: A 2014 quarterly market outlook presents a gloomy but nuanced report for gold, with just the kind of information advisors are called upon to provide clients on the watch for precious metals.
Duo jumps ship to RBC Dominion Securities
Father-son team, involved in several brokerage firm acquisitions, have worked for Richardson GMP and Marquarie Private Wealth.
WPCA Top 50 Advisor: Neil McIver
Neil McIver's Wealth Professional Canada Top 50 Advisor Profile
Chop to advisor numbers ahead, says industry CEO
The head of Canada’s biggest independent firm suggests the industry is in for a significant culling of advisors. And could Toronto be hardest hit?
Marsh: Some fee-base advisors forgetting 'work ethic'
A top investment executive warns advisors shifting to a fee-based model better justify the dough their clients are spending -- and that includes the number of GTA advisors now adopting the model.
Can algorithms replace advisors?
Canadians are most likely to make portfolio decisions based on in-person tips by financial experts, a survey reveals, but major banks are betting that some customers may be better served by algorithm-based virtual advisors.
New Wealth Professional magazine launches this October
A new magazine will arrive on the Canadian wealth management landscape next month, bringing a new and fresh voice and a heightened sense of focus on the needs and desires of advisors.