'Silver-spoon advisors' come into their own
This year’s WP Top 50 is exposing a growing industry trend, namely the number of young advisors holding books that would normally have taken decades to build.
Changing the face of wealth management
A recent Edward Jones survey finds that visible minorities feel underrepresented in the industry.
The cost of snubbing the CPP
If the growing fear is Canadians will lean too heavily on their CPP benefits, just as concerning are the number of business owners who won’t be able to lean on them enough, says one seasoned advisor.
Advisor fired over Facebook post
Advisors, be careful what you tweet. You could lose your job over it.
Ex-advisor banned for faking credentials, say authorities
The accused has been fined about $36,655 after leading a firm to believe he was an accredited advisor.
Canadians are in denial about retirement savings, say advisors
The majority of Canadians are looking to the government to fund their golden years, according to an RRSP survey.
WP unveils the cream of the crop
WP releases the first 25 advisors that made the cut on its Top 50 Advisors in Canada list, featured in the latest issue of WP Magazine.
Canadian firms respond to suicide spree
Measures are being implemented around the world to alleviate stress on investment bankers and advisors, which are rated among the most stressful jobs on Wall Street.
Canada's first bank annouces its second-largest takeover
The Bank of Montreal solidifies a 150-year relationship with the UK by acquiring its oldest investment fund manager.
IIAC president to serve as ICSA chairman
The IIAC's headman will take on his new role in April - the first Canadian to do so in 20 years.