Get over it and get connected
A new report suggests that advisors who aren't running their businesses virtually are dropping the ball when it comes to client expectations.
In-depth with No. 4 from WP's Top 50 Advisors in Canada
WP gets down to the nitty gritty with number 4 on this prestigious list, as he shares his insights on today's market in a candid Q&A.
BMO reimburses $87K to customer
Lost inheritance is reimbursed to a BMO customer, who went public to the CBC with allegations that the bank had wired his life savings to a scammer.
"The return of the boutique firm"
Richardson GMP CEO Andrew Marsh talks advisor retention and the survival of Canadian independents in the wake of his firm's acquisition of Macquarie Private Wealth and dozens of advisors jumping ship.
Another $600K hit for bitcoins
Another company - this time in Canada - shuts its doors after thousands of bitcoins, never to be reclaimed, go missing.
Are you 'stuck between a rock and a hard place?'
Are big bank or brokerage firm advisors more restricted than independents? Some industry professionals think so.
In-depth with No. 5 from WP's Top 50 Advisors in Canada
WP gets down to the nitty gritty with number 5 on this prestigious list, as he shares his insights on today's market in a candid Q&A.
Bank client scammed of $87K inheritance: Police
Advisors: Beware of online scams, as an RCMP investigation reveals a customer's entire investments were wired to an imposter, CBC's Go Public reports.
Fighting for your client's attention
Do you find yourself butting heads with your client's accountant, especially during tax season? An advisor, who has encountered just that, shares his remedy.
Weekly Wrap: From the Regulators
The latest developments on industry regulation from across the country.