Joe Rosengarten is a journalist with Wealth Professional Canada.
When Robert Roby received his securities license in 1987, the advisory industry was unrecognizable to today. 30 years on and he’s still going strong
The guidelines cover a range of assets and aim to help financial planners make effective long-term projections
The FPSC’s President tells WP how he reacted to the results and why the curriculums have been changed
A chief investment strategist tells WP what factors investors should be examining in the current environment
The debate on embedded commissions has been passionate, and often heated, ever since the CSA released its consultation paper in January
Chad Larson’s introduction to the investment industry was anything but glamorous
When asset manager Unigestion SA decided to enter the Canadian market in April 2012, the firm had lofty ambitions
Advisors will have a key role to play when, if as expected, the government’s new tax proposals get approved
In June, Canadian ETFs attracted more than $3 billion in new money for the second straight month, but what exactly is driving the growth?
Bill Morneau’s proposed tax changes have been met with fierce opposition by industry insiders