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Weekly Wrap: The Regulator Beat
The latest developments on industry regulation from across Canada and the U.S.
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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.
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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.
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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.
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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.
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"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.
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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.
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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.
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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.
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International Wrap: News in Brief
WP brings you the latest headlines from around the world.
