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Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.

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MFDA launches disciplinary hearing over alleged LOD breach Wealth Professional, 16 Apr 2015 3 posts
16 Apr 2015, 11:27 AM Will Ashworth
Big firms ‘pay’ young advisors Wealth Professional, 15 Apr 2015 2 posts
15 Apr 2015, 11:46 AM Peter
Advisor addresses controversial fee practice Wealth Professional, 13 Apr 2015 3 posts
15 Apr 2015, 10:03 AM Wealth Advisor
Advisors will be looking for regulatory loopholes, says industry vet Wealth Professional, 14 Apr 2015 3 posts
14 Apr 2015, 07:11 PM Curtis Findlay, CFP
Advisor steps up to compete with the bank Wealth Professional, 10 Apr 2015 3 posts
14 Apr 2015, 10:07 AM Ryan Colwell
Global advisor adjudicates for WP awards Wealth Professional, 10 Apr 2015 2 posts
14 Apr 2015, 09:55 AM Ryan Colwell
Ottawa asks more of credit card companies in new consumer code Wealth Professional, 13 Apr 2015 2 posts
13 Apr 2015, 08:23 PM Peter
Nationwide advisor database in the works Wealth Professional, 13 Apr 2015 2 posts
13 Apr 2015, 05:04 PM larry elford
Money managers take client for a $200m ride… annually Wealth Professional, 10 Apr 2015 3 posts
13 Apr 2015, 08:47 AM Will Ashworth
Quebec independent advisors lead charge against CRM2 Wealth Professional, 26 Mar 2015 5 posts
10 Apr 2015, 09:56 AM Stan Buell, SIPA