Jean-Philippe Lemay explains why the firm added close to 80 years of industry experience with three key additions
New research is suggesting an increase in CPP or ORPP contributions would do little to bolster retirement savings at the same time hit advisors where it hurts. But there may be an even bigger concern, say industry players.
Given the fierce competition in the market for clients, one industry expert is urging financial planners to look within their books and grow their business through cross-selling.
An increasingly volatile market has exposed another potential downside to those funds – something that could effectively tie an advisor’s hands.
The CFA Institute accidentally revealed preliminary results from this year’s CFA Level III exam, with some advisors praying their scores were anything but accurate.
A seasoned planner is providing a compelling case for why the rule on retirement withdrawals is too conservative – even if the bull market is about to tank.
As investment firms digitize client lists and move those profiles to cloud solutions, providers of customer relationship management solutions are upping their game to make those client profiles more granular and detailed
From the proverbial penthouse to the outhouse in just a few short months, a big advisor has been turfed from an even bigger brokerage – one sporting the ‘biggest’ Canadian bank name
Billing yourself as “fee-only” is a decision your certificating body has every right to take issue with, according to a new ruling from one of North America’s most influential courts
A partner for advisors is actively growing the industry’s confidence in its security safeguards after obtaining a key certification
Two things stand in the way of most MFDA players recommending ETFs and there’s new hope that both could soon be a thing of the past.