Weekly Wrap: From the Regulators
The latest developments on industry regulation from across the country.
Borrowing to invest is for the rich, say advisors
Acquiring more debt to invest is not a wise recommendation for your retail clients, believe some advisors.
Behind the scenes with WP's Top 50 Advisors in Canada
WP gets down to the nitty gritty with number 8 on this prestigious list, as he shares his insights on today's market in a candid Q&A session.
Legislation for a "healthy industry"
Some advisors support a proposed private member's bill that, if passed, would further regulate financial planners in Ontario.
Bidding your client adieu
Knowing when to say goodbye may be half the battle, but how do you tell a client that the honeymoon is over? One advisor has some advice on how to do so.
Regulation like being in a hurricane, says Toronto advisor
Financial planner expresses frustration over extra administrative duties, she says are not a priority for her clients.
"Competition is intense"
You think you're in a competitive market. Wealth professionals in this country say there are only 259 people to each advisor.
Funny Friday: Do Bay Streeters speak 'Wall Street-ese'?
Toronto advisors fancy themselves card-carrying members of the big league, but do they understand -- let alone speak -- 'Wall Street-ese'?
Top stories of the week
Here are some of the top stories that WP followed this week.
Strength in CFP certification
You may think it’s surplus to requirements, but a new study reinforces just how much stock big firms place in the CFP as a barometer of any advisor’s potential.