Breaking news

  • Asset Manager drops fees in battle for market share

    In an effort to grab a bigger share of the high net worth market one of Canada’s largest asset managers has introduced a new wrinkle for clients that should shake things up with its wealth management competitors

  • These things could go wrong in 2016

    From wars to Trump’s victory at the polls and everything in between it’s important advisors keep an eye on these macro events because they will affect client portfolios

  • Junk bonds make a comeback

    The numbers suggest there’s a very real possibility that value investors will be wading back into the bond market despite all the negativity surrounding them

  • How to get five times revenue for your book

    Recently WP discussed the revenue multiple advisors can expect when selling their books with some taking exception to the high-end of the range but a succession planning expert explains how that’s possible

  • Are your client’s debt problems getting worse?

    Hot on the heels of the changes to the down payment rules, new numbers suggest advisors have more work to do when it comes to debt management

  • Oil dislocation an opportunity for equity advisors

    Looking at the long term is how advisors need to view the current market volatility, encouraging clients to be patient for the inevitable reward

  • Canadian oil producers losing big

    It might not be the highest quality but oil prices around the world are pushing into the 20s putting advisors further on the defensive especially when it comes to Canadian oil stocks

  • The stalker becomes the stalked

    Only three years ago the founder of a big Canadian success story had considered an M&A deal that would have put it in the global spotlight but now the tables have sadly turned

  • The best stock to own with low oil prices

    One analyst is suggesting that a certain stock that’s been banged around the last couple of years could be ready to take flight thanks to $35 oil

  • Stress: The silent assassin

    You work long hours and are often tired, stressed and overwhelmed. You just don’t have time to look after yourself. Sound familiar? Timo Topp provides some tips on work-life balance