Breaking news

  • DSC boosters fight back

    With more and more myths floating around about DSCs, supporters of those funds are now fighting back against industry players wanting to kill them off

  • Far-out Friday: Tooth fairy plays favourites with Canadian kids

    With economic conditions in Canada seemingly worse than those of our neighbours to the south, new data suggests the tooth fairy is taking this into consideration before she reaches under the pillow

  • Role for advisors as clients pick charities

    With heightened scrutiny on charitable organizations, advisors are increasingly tasked with helping clients check their choices against a list of standards

  • Mega firm cuts small accounts

    A wealth management firm is looking to cut smaller accounts to focus on high-net-worth clients

  • Investment opportunity bringing sexy back

    It’s an offering that may have come too soon for advisors looking for sexy investment opportunities to entice clients into private capital markets

  • Advisors, beware the ‘Bill Gates’ trend

    Conversations around “expanding the circle of giving” need to happen now, say advisors pointing to the “Bill Gates” trend taking root among their clients

  • Game plan

    Do you have a strategy for business growth? If not, you could be on a road to nowhere

  • Fed minutes hint at rate hike

    The Fed minutes from its July 28-29 meeting, released Wednesday afternoon, reveal a rate hike is still in the cards but that a hard date has not yet been reached

  • Advisor commissions win new support

    The most unlikely hero has come to the rescue of advisors offering analysis on whether commissions can exist under a fiduciary standard

  • 80-year-old poses as advisor

    An Ontario man hung out his advisory shingle without any kind of licensing or regulatory approval reminding industry players why regulation does nothing to stop those intent on breaking the law