Jean-Philippe Lemay explains why the firm added close to 80 years of industry experience with three key additions
Author takes exception to the financial services’ industry’s fascination with financial literacy. The focus, says this outspoken critic, should be on consumer protection. Is she right?
Advisors should be recommending smaller rates of return to investors when they build a plan for retirement to account for lower market returns, one advisor from the Hamilton area told WP.
President Obama came out last week with a call for brokers to act as fiduciaries when advising their clients. Opponents believe this makes investment advice too expensive for a wide swath of Americans.
Advisors in Alberta are breathing sighs of relief after trial against a former advisor came to a close this week, ending months of bad publicity for planners and negative attention to the industry.
Yesterday’s WP article questioning the findings of the CCPAs mutual fund report left many front-line advisors extremely frustrated and none too pleased. Fees, it seems, are only one part of the service equation.
The Golden Rule to do right by clients has held Nova Scotia advisor Howard Williams in good stead for more than 30 years. But, in general, are advisors doing enough?
The Canadian Centre for Policy Alternatives condemned mutal fund fees Wednesday but is ignoring advisor-offered alternatives that are now the norm.
RRSPs are taking a slide and that means significant challenges lie ahead for advisors looking to retain and win new clients.
At least that’s the word from one of Canada’s largest pension funds.