Finalists announced for Wealth Professional Awards
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.
Make the next ‘Sid the Kid’ your client
Advisors would do well to follow the lead of recruiters who are actively pursuing Lebron James’ 10-year-old son, anticipating his inevitable rise to stardom and financial success.
Are advisors letting down lottery winners?
Lottery winners who suffer from “sudden wealth syndrome” lose most of their wealth within three years, a problem advisors have a very difficult time preventing.
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.