• Advisors: Technology is a must for attracting millennials

    While many in the media are suggesting millennials are a perfect fit for robo-advisors, it has less to do with low fees and more to do with technology -- here’s why

  • Ethical investing: making money, making a difference

    How important is it to investors to have their money in products that are socially responsible? Very

  • New call to tax rich

    Justin Trudeau’s election platform creating a new tax bracket seems to have set off a trend by politicians to make the wealthy pay their fair share

  • Canadian retailer gets lifeline

    The company that made onshoring popular has found three family offices willing to look beyond the former CEOs extracurricular activities

  • 4 reasons you should blog

    Blogging isn’t just for millennials. In fact, as Sandi Martin explains, it could not only make you a better advisor, but also win you more clients

  • Asset manager appoints new CIO

    In an effort to grow its business on a global basis one of Canada’s largest asset managers has hired a major player in the institutional arena

  • Now is the time advisors really earn their keep

    With the markets off to one of the worst starts to a year ever it’s got advisors in damage-control mode as clients freak out over market volatility and it’s in these dark days that you all earn the fees you charge

  • When client losses go unchecked

    In a case that continues to see affected investors contacting WP to retell their individual stories of hardship one has to wonder how many clients must be hurt by the actions of a rogue advisor before regulators act in the best interests of those injured parties

  • Major auditing firm gets hit with $118 million judgement

    One of Canada’s most notorious cases of greed and deception sees the auditor who missed the red flags on the hook for millions

  • Private equity bets large on New York City

    One of the world’s largest asset managers was busy this past year buying up real estate and nowhere was that more evident than in the Big Apple