Passive investing takes control
Pension consultant sees active management hanging on by a thread. What can advisors do in 2015 to reverse the trend?
Wealth management the key to this stock’s future success
National Bank analyst Peter Routledge sees big things ahead for one Canadian insurer that’s riding wealth management to the proverbial promised-land.
WP Tweet Note: Prominent fund company sets fee standard
Financial planner Michael Kitces tweeted about fellow planner James Watkins’ blog post in which Watkins discusses fees and the fiduciary standard.
Are Canadians walking the talk?
Another major financial institution’s brought out survey results suggesting Canadians are concerned about debt. Actions speak louder than words.
Thank you for a great year
As we close out 2014, all of us on the Wealth Professional team want to thank our readers for making this past year so rewarding.
Why the rich are rich
A new study by New York University economics professor Edward Wolff explains why advisors are wise to chase the wealthiest one percent.
Become more productive in the coming year
Inc. magazine asked the Young Entrepreneur Council for some productivity resolutions in 2015. They came up with fourteen. Here are five especially helpful for financial advisors.
Financial blogs worth reading
While the list from Kitces.com highlights the Top 50 Financial Advisor Blogs in the U.S., they provide great information for investors and financial advisors alike.
Stocks: up or down in 2015?
Last week’s poll results are in and they’re not too surprising. This week’s question looks ahead to next year on the markets
Which 5 for 2015?
It’s been a couple of weeks since RBC Capital Markets released its top 30 global equity ideas for 2015. Here are WP’s five favourites.