Breaking news

  • How to develop a simple social media plan

    You might be daunted by the prospect of getting social media right for your brokerage. Here’s a simple guide to get you on your way

  • Fallen industry heroine fights regulator

    A larger-than-life advisor dubbed the “Turnaround Queen” is challenging the way regulators try errant players who’ve allegedly run afoul of clients

  • Investors lose millions in radio talk show promotion

    The old adage that if it’s in the news it must be true went horribly wrong for 225 investors who thought they were getting a deal of lifetime

  • TFSAs: What the CRA isn’t telling advisors

    The $4,500 boost in the TFSA for 2015 and beyond is great news for advisors but that gift from the CRA comes with caveats, writes Barb Amsden

  • Industry icon sends scathing message to IIROC

    One of wealth management’s most-respected advisors is coming down hard on IIROC, suggesting it either reform itself or throw in the towel

  • Advisors shine against backdrop of dim returns

    New data from the UK suggests equity crowdfunding has been a bust since launching in 2011, reminding advisors on this side of the pond how they can add value for clients looking to invest in private capital

  • Never cry wolf

    2013’s The Wolf of Wall Street – Martin Scorsese’s award-winning look at the industry’s underbelly – hasn’t exactly given stockbrokers a PR boost. It hasn’t exactly been generous to financial advisors, either.

  • Advisors quietly rooting for CRA

    A major tax accountancy firm has come under fire for an alleged “tax evasion” plan that if left unchecked could spell disaster for advisors courting high net worth investors

  • This fund’s got it right on fees

    Two former endowment executives have created a fee structure that is so client-friendly it’s a wonder more don’t look to do the same

  • It isn’t just about oil

    While low interest rates are a thorn in financial equities’ side, and concerns remain surrounding the real estate market, it is the price of oil that has been copping the most flak