Financial Advice & Planning News & Resources

How global infrastructure fund has moved with the times

The Frontline

RBC iShares opens up with ESG ETF suite News
Canadian banks caught in short sellers' crosshairs News
Proposed federal tax changes prompt fund assessments Mutual Funds
Monster ETF debut hints at hope for slow-growing ESG space Socially Responsible Funds

Featured content

How advisors should evaluate their firm's tech
Those dissatisfied with their firm's suite of solutions may not be asking the right questions
Top 10 bad habits investors need to break
The following habits can hinder an investor’s success
Wealth transfer: the most common question families ask
CEO of multi-family office tells WP what clients worry about the most and how advisors can form relationships with the next generation
Budget falls short and will hurt sentiment, says IIAC
President and CEO believes government has missed a chance to offset slowing late-cycle economy
Transforming wealth-management space poses regulatory challenge
Changing demographics, client expectations, and tools are prompting the industry — and its regulatory framework — to adapt
BlackRock charging its lowest fee ever for an index mutual fund
The offer, extended to large institutional-size investors, highlights how competition comes down to razor-thin differences
LGBTQ clients face specific estate planning risks in Quebec
Because of their particular relationships and circumstances, people within this group have to take certain protective measures
Rational or irrational? Investors can be both
Understanding how narratives work could resolve the gap between classical and modern views of investing
Profiting in Europe at a time of crisis
Chris McHaney from BMO Global Asset Management explains why focusing on today’s political turmoil ignores tomorrow’s economic potential

Business Strategy Don't let sloppy emails ruin productivity
Is email taking up too much of your time? Carson Tate explains how to regain control
Business Strategy How to do one thing at a time
In today’s distraction-fueled world, multi-tasking seems to be a way of life. But Aytekin Tank explains how narrowing your focus can allow you to achieve more
Business Strategy Why your open-door policy is a joke
Brian de Haaff explains why true transparency and engagement requires more than merely telling employees your door is always open
Business Strategy Why optimistic realists make the best leaders
Brian de Haaff explains why effective leadership is all about finding a balance between idealism and practicality

Industry news

Provisus Wealth Management Justify Your Fees

Fees have become a hot topic with increased transparency and pressure from low-cost digital advice platforms. However some advisors are still not adequately prepared and fear the fee discussion with their clients.

Broadridge Annual Market Review: 2018

A recap of last year’s market with insights for what is on the horizon in 2019

Provisus Wealth Management On the way up, again

Many investors are unimpressed by this recovery because so many bailed out in 2008 and only started to drift back into stocks as last year's volatility kicked into high gear

Broadridge Special offers for Waddell & Reed Advisors

Save up to 25% on Broadridge services

Current issue

Wealth Professional 7.02

As ETFs continue to become an ever more popular vehicle for investor money, Wealth Professional Canada takes a look at some of the most fascinating funds on the market

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