Industry News

  • Provisus Wealth Managementon 22 May 2019 Burnout or fade away?

    Being a financial advisor is challenging and there are many ways to burnout, especially if you are still in the process of building your support and exit plans

  • Provisus Wealth Managementon 02 May 2019 Ride the rally

    The current Canadian stock market rally has reached 16.9% so far this year and it appears to be in good shape to continue roaring right along. Should we be celebrating?

  • Provisus Wealth Managementon 09 Apr 2019 Understanding the costs of ETFs and PTFs

    Most investors know that passive Exchange Traded Funds (ETFs) are low cost investment vehicles, correct? Well, almost right!

  • Provisus Wealth Managementon 21 Mar 2019 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.

  • Broadridgeon 11 Mar 2019 Annual Market Review: 2018

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

  • Provisus Wealth Managementon 05 Mar 2019 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

  • Broadridgeon 25 Feb 2019 Special offers for Waddell & Reed Advisors

    Save up to 25% on Broadridge services

  • Provisus Wealth Managementon 19 Feb 2019 Provisus to launch groundbreaking funds on NEO Exchange

    Provisus Wealth Management is set to transform investment opportunities with the launch of nine platform-traded funds (PTFs) on the NEO Exchange, “Canada’s New Stock Exchange”, later this week

  • Provisus Wealth Managementon 04 Feb 2019 The other January Effect

    Most investors have heard of the January Effect which is the observation that January has historically been the best month to be invested in stocks.

  • Broadridgeon 29 Jan 2019 Busted: 5 myths about millennials and investing

    A new national survey from Broadridge and The Center for Generational Kinetics (CGK) explodes the myths and exposes the realities of America’s next-gen investors