Breaking news

  • Product pushers aren't planners, says industry veteran

    More needs to be done to move the industry away from a culture of sales to one that prides itself on educational standards, suggests a wealth advisory director.

  • Part 2: Getting down with the designation

    On the heals of IIROC's latest guidance notes on how to debunk the confusion behind, what is commonly labelled, the alphabet soup of industry designations, two Montreal advisors express their point of view on why one certification is increasingly essential to the recipe.

  • Athlete IPO back on the table?

    A firm looking to offer the world's first-ever IPO of a professional athlete is now disclosing key details, including the name, rank and securities number.

  • Do mortgage brokers have the 'aptitude' for financial planning?

    There's a global debate brewing on whether mortgage brokers have the "aptitude" to add financial planning to their repertoires – a question doing little to stem the flow of players doing just that.

  • Getting down with the designation

    On the heals of IIROC's latest guidance notes on how to debunk the confusion behind, what is commonly labelled, the alphabet soup of industry designations, two Montreal advisors express their point of view on why one certification is increasingly essential to the recipe.

  • Ex-Madoff employees convicted

    A U.S. District Court jury finds five former employees of Bernie Madoff guilty of assisting in one of the biggest Ponzi schemes in U.S. history.

  • International Wrap: News in Brief

    WP brings you the latest headlines from around the world.

  • Canadian man fined $2.2 million

    A U.S. court order imposes disgorgement and civil monetary penalties in connection with an alleged U.S. Ponzi scheme.

  • Time to find a new career?

    How soon will financial advisors be taken over by robots? A study out of the U.K. makes some predictions.

  • Financial Advisors Act is one step closer

    Proposed legislation to regulate financial advisors in Ontario moves onto committee for consideration.