Becoming an expert on the exit plan
With an influx of business owners on the brink of retirement, financial advisors are well-positioned to swoop in and help them close up shop.
Weekly Wrap: The Regulator Beat
The latest developments on industry regulation from across Canada and the U.S.
Far Out Friday: Retired teacher makes over $2M playing the stock market
Talk about having skeletons in the closet! This pensioner didn't tell a soul - not even her family - about her hidden fortune before she passed away.
Next to line your book?
Don't be fooled. Gen Y knows a lot more than you may think about financial planning. So much more, that you, the advisor, may want to rethink your approach to servicing them.
HFT on IIROC's radar
The regulator heads into its final stage of a study analyzing the impact of high-frequency trading and whether further regulation needs to be implemented.
Five minutes with…Ken MacCoy, Ritepartner Financial Services
This financial advisor reveals to WP everything from why he chose a career in financial planning and what's plaguing the industry to his favourite sport and who he'd choose to hang out with if he could pick anyone in the world.
"Clients see through insincerity"
New recruits, take heed ... building your book takes a lot more than a smile, handshake and watching the dollars roll in.
Canada's middle-class income soars: Report
An income report, released by the New York Times, reveals that Canada now has one of the richest middle-class groups in the world, on par with Britain and outpacing the United States.
The taming of the client
Advisors tell WP their thoughts on how to handle the emotionally-driven client drawn towards irrational decisions that could lead to irreversible investment losses.
Lessons from an MLB player?
Thinking of opening up your book to pro-athletes? This rookie 'baseballer' has lots to say when it comes to financial planning. So much so, you, the advisors, may even be impressed.