Portfolio manager and advisor speaks out on industry’s duty toward Canadians, and what can be done to keep them safe
But money managers believe you should start positioning clients for hikes to start in March
WP Talk chats with portfolio manager and investment advisor Grant White, of Endeavour Wealth, about working for the big banks and what it takes to start your own business
Investment advisor on why industry needs to change how it brings on young talent – and how his practice has approached this issue
They'd be better off training their advisors to assess other products to get the best for their clients, says Endeavour's portfolio manager
Current failure rate is unacceptable and that’s on all of us, says portfolio manager
After surveying more than 1,700 advisors and wealth professionals, we salute the standout individuals and 15 firms that have excelled
Now is the time to start looking at what the next phase looks like, says advisor
Our industry has been slow to adapt, which presents professionals with the opportunity to not just survive but thrive
Advisor explains the risks of being commoditized, and why investing time and money into the client experience pays off
