Robo-advisors automate key tasks so that human advisors can focus on adding value to their clients
Advisor explains how this can help firm design the best customised portfolios and financial plans
New studies indicate a tendency among pros to be biased or careless when making trading decisions
Canada is among developed-market debt leaders as last year’s slowdown in borrowing is reversed in the first quarter
The new offerings aim to give Canadians single-portfolio diversification based on their risk and return profile
AIM'’s head of Canada believes reports shows that industry is maturing and able to deliver more customised solutions for clients
As demand for fixed-income exposure persists, investors must consider different categories and product types
In just over three months, the program has ‘struck a chord’ by addressing a specific blend of preferences
It offers to ‘boost investor transparency’ on alignment with client values, sustainability of investments, and other measures
Being a great and effective leader is one of the hardest challenges to achieve in the world. How do we ensure that our leadership teams are set up for success?
Do you rush through your day from one crisis to another, answering as many emails as you can in the gaps between pointless meetings? You are not alone.
While working on a task or project, we may think what we’re working on isn’t good enough. Our culture is so focused on achievement, success and making things perfect, that striving for perfection is something we may have known for much of our lives
The future of work is changing. According to McKinsey around half of the job tasks that people currently perform have the potential to be automated by technology. What kind of work will be left for humans to do?
Cherry-picking is the practice of presenting the results of a study that best supports your argument, instead of reporting all the findings
Advisors looking for an edge in growing their practice might be interested in developing the "softer" side of investing
Overnight is when the real money is earned; not by trading during the day, but by resting peacefully at night
Being a financial advisor is challenging and there are many ways to burnout, especially if you are still in the process of building your support and exit plans
WPC spotlights 50 men and women who are propelling Canada’s investment industry into the future
Wealth Professional Canada
