Advisor conned hockey vets
The unsuspecting victims – 12 former and one active NHL players – were defrauded of millions by a financial advisor and his race car driving partner.
Turbulent China: look to Hong Kong not Shanghai
Panic selling and plummeting indices in Shanghai do not mean you should turn your clients away from China altogether. Here’s why.
Wealth manager reduces fund fees
One wealth management company has reduced fees across a number of its funds, with the aim of helping advisors grow their business for a “fee-based future.”
Rising household debt demands action from advisors
According to BMO’s annual debt report, the average household debt in Canada has exceeded $90,000, posing a challenge to advisors as they look to manage their clients’ wealth.
TMX Group names global equities CEO
Nicholas Thadaney is taking over as the president and CEO of global equity capital markets at TMX Group Limited.
OSC delivers for advisors
In the fall the OSC will bring out changes to exempt market regulations and one industry insider gives us the lowdown on why you should be excited.
What can advisors expect come 2030
A new report from a leading consultant gives advisors some good insight into the future of the investment management business.
Make your Boomer clients’ retirement years golden
With Baby Boomers entering retirement en masse, advisors need to find new ways to address their clients’ needs and manage expectations.
What makes a successful advisor? Listen
Is it the gift of the gab that can take an advisor to the top? Quite the opposite, says the chairman and CEO of one company that continues to grow its operations across Canada.
How to deliver exceptional service
Bad service damages your public perception, credibility and market reputation. In short, it reduces revenue and drives up costs. But, by focusing on the little things, you can go from a bad or average to excellent. Here’s how.