They both promise to outperform the market, but the strategies are more like cousins than siblings
Aw-shucks. One of the most influential advisors in North America is arguing that the MBA has now been eclipsed by one of the wealth industry’s top designations.
Massive fines against two errant advisors – and their loyal employee – may be impressive, but will they ever get collected?
Industry players across Canada will converge on Toronto to celebrate the kind of advisor and dealer excellence highlighted in today’s list of finalists for the WP Awards.
Available for less than a month the newest trend in wearable technology tells clients all they need to know about an advisor – and it’s not good.
Funds launched by Fidelity Investments aim to provide investors with long-term solutions as the economy continues to struggle through low-interest rates and energy prices.
A ruling from Canada’s highest court suggests clients – and not their advisors – will have to carry the can for rash investment decisions, that’s with or without a fiduciary standard.
It’s arguably the award with the greatest impact on an advisor’s future book and here’s who’s in the running.
If an American advisor needs $1B in AUM to be considered “successful,” what must a Canadian professional have?
The investment was “economically impossible,” says the securities commission, but the fact investors flocked to take part speaks to what little advisors can do to stop them.
Stats show seg funds are gaining popularity with skittish clients on the insurance side, but mutual fund guys are shooting holes in that thinking.