Advisor says there is often a knowledge and licence gap for professionals when dealing with investors who move between Canada and the US
A Toronto-based multi-family office garners additional interest south of the border. There appears no end to the good news in this niche segment.
Some in the financial services industry believe that a large gap exists between traditional financial advice and do-it-yourself investing. The question is whether this gap – real or perceived – needs to be filled. WP asks Questrade CEO Edward Kholodenko to weigh-in on the subject.
Hedge fund founder pays the ultimate price in shakedown by son. There’s a lesson to be learned in this tragic event.
WP shone the spotlight Tuesday on the latest disruptor in financial services. The article highlights where the industry is headed; and it’s good news for consumers.
Franklin Templeton subsidiary grows its employee total by one – albeit a very important addition at a time of significant expansion.
At least that’s what could happen if Canada adopts a recent recommendation by the Australian government. Should we follow?
Global M&A activity this past year was extremely busy. The Burger King/Tim Hortons deal was Canada’s biggest at US $13.2 billion but it certainly wasn’t alone.
The competition for passive investors just got a little more heated Monday. Is 2015 the year robo-advisors kick full service brokers to the curb? Possibly; here’s why.
Our final poll of 2014 asked readers in which direction they saw the S&P/TSX Composite Index headed in the coming year. You won’t believe the results.
Sinking oil prices are set to shrink the cost of living for most Canadians in 2015, but what should advisors be doing to win control of that freed-up cash?