Firms voice concerns against imbalance between mutual fund advisors with corporations and IIROC counterparts
Through holistic financial planning, technological innovation, and emotional support, these teams represent the best the industry has to offer
From technology-focused platforms to alternative investments and inspiring cultures, Canada’s top brokerages are arming advisors for next-level service
Strategic alignment of three businesses aims to provide clients a more continuous advice delivery experience
Leading advisors weigh in on impact of digital tools on the way they connect with and engage clients
WP recognizes 35 financial professionals who have distinguished themselves through outstanding client service
Additional functionality is geared towards helping advisors perform the mandatory KYP requirements
Firm announces shift in leadership as it sets sights on accelerated growth in 2022
Wealth Professional spotlights 50 women who tackled the turbulent climate of the wealth industry in 2021 – and really made their mark
We spotlight 35 talented advisors who are raising the bar for clients in Eastern Canada and Ontario
