Financial Advice & Planning News & Resources

Myth that embedded commission hurts clients, says advisor

Mutual Funds

Reform proposals positive and negative, says IIAC Mutual Funds
The trials that forge close client relationships The Frontline
How self-awareness can help fund managers make better decisions Market talk
Do your clients know you as well as you think? Market talk

Featured content

CSA proposals branded "negligible" and "embarrassingly modest"
Portfolio manager tears into regulators over years-long investigation into mutual fund trailing fees
How options strategy can make money from volatility
Fixed income manager explains why he has a sleeve that can benefit from market swings
Why investors should not be distracted by "trade noise"
Top market analyst rhetoric has had minimal effect but that July 6 is a date to pencil in
Regulators announce client-focused reforms, decision on embedded commissions
Two new notices spell out policies on conflicts of interest as well as a proposal to prohibit DSC options
Day trader assumes he’s on demo platform, builds real US$5-bn position
The man is suing the brokerage to collect a $15.5-million profit that he managed to rack up
Purpose launches new ETF series for investment-grade bond fund
It is one of very few investment-grade bond funds available in the tax-advantaged corporate class structure
Manulife sheds 700 jobs amid shift to digital
Firm will transform its Canadian business
Canada isn't considered as reputable as it was
Reputation Institute says this is a wake-up call
CEO reflects on career rise, launches new blockchain ETF
Horizons ETFs chief says fund will be a long-term growth prospect focusing on tech and hardware

Business strategy Tips for giving negative feedback at a happy company
Sometimes you just have to give negative employee feedback. Here's how you do it gracefully
Business strategy Don't be afraid to disagree at work - it can actually make you more engaging
Learn how to be a best place to work. Jumpstart your learning at the only conference dedicated to your most valuable resource - your people
Business strategy How to build a network that drives your success
Assembling everyone from your pit crew to your butt-kickers involves much more than cocktails and canapés, writes speaker and author Janine Garner
Business strategy Top leadership qualities every manager can't live without
A good manager can drive a group to success, while a bad one can bring everyone down. Learn the leadership qualities you need to have

Industry news

Transcend THE downside of market timing - missing out!

Trying to avoid a bear market can come at a very steep price: missing out on further gains if you get it wrong

Transcend Closing the gap

Dividend paying stocks have been very popular with investors in recent years due to weak returns in the bond market. That picture appears to be shifting in Canada for the first time in almost a decade

Transcend Are you a fiduciary?

The fiduciary standard is getting a lot of attention in the United States once again as the Department of Labour’s rule requiring advisors to act in the best interests of their clients was denied by an appeals court

Transcend Great expectations?

Asset allocation is one of the most important decisions investors will likely make. There are a number of risk factors related to the type of investments used as well as their mix which makes determining the appropriate capital market assumptions necessary

Current issue

Wealth Professional 6.06

Wealth Professional Canada presents 50 advisors, portfolio managers, business leaders and entrepreneurs who are heating up Canada’s investment industry

View current issue View back issues

Free Daily Newsletter

Subscribe

Latest Comments

Poll

Should commissions for financial advisors be banned?

Yes
No

Facebook Feed

Wealth Professional Canada

Twitter Feed

Tweets by WealthProCA