Awards will be handed out in 20 categories at the fifth annual Wealth Professional Awards in May next year
The firm is introducing its successful investment platform from the US
Although opportunities to achieve decent returns are out there, many Canadian investors are reluctant to embrace them
Could a similar chain reaction be in the cards for Canada?
The committee will help the agency in protecting financial consumers
A portfolio manager explains how he navigates uncertain markets and why the role of the advisor is so important
The organization is also in favour of the proposed introduction of a best-interest duty
A new view of risk profiling could make financial advisors act more like behavioural coaches
Portfolio manager Jennifer Black gives her view on recent industry controversies and why a best standard interest should be implemented
The watchdog group’s latest amendments will put Canada in line with practices in the US
Despite their continued expansion, robo-advice platforms remain a new and complicated concept for many of Canada’s financial advisors