Advisors have been urged to hone their tax knowledge for clients, with the CRA throwing more auditors at the issue
With CRM2 soon to be implemented, it seems costs are on the minds of advisors, with HST uppermost.
You may know the purchasing habits of your clients, but do you really “know” them?
Happy Canada Day! Are you at work? Forget what your family and friends say ad: you could be ahead on the road to riches.
Sun Life Investment Management has agreed to purchase Prime Advisors Inc., further expanding the Canadian conglomerate’s institutional investment business in the U.S.
Greek Finance Minister Yanis Varoufakis told media in Athens Tuesday that it will not meet its midnight deadline to repay 1.6 billion euros to the IMF.
A growing number of advisors are now debating whether to defect to other firms, but this high-profile lawsuit suggests they’d better watch what they say about their old brokerages.
Advisors as store clerks? That may effectively be the future for bright financial planners looking to up their ‘value-add’ for clients.
The prestigious CFA Society Toronto has welcomed four new board members, following the appointment of a 15-year veteran at TD to board chair.
Probably the most important marketing channel for financial planners doesn’t involve formal communication at all: it’s all about referrals.
The SRO looks to develop continuing education program for advisors suggesting CRM2 is setting the bar higher for everyone in wealth management.