Jason McIntyre

Canadian FAs forecast shift to fee-based advice: study

A survey of Canadian financial advisors indicates a possible move to fee-based service

Should commission-based compensation stay?

Now that the UK is considering a return to commissions for financial advisors, will that end debate over a ban in Canada?

Future revealed by Canadian financial advisors

Change and opportunity ahead even though advisors believe their job has become more difficult

Arming today’s advisor with the tools for tomorrow’s client

Today’s advisor needs a plan, and the client conversation shouldn’t be about what to buy, but what kind of a value proposition the advisor can provide.

Can ETF assets and mutual funds co-exist?

Exchange Traded Fund assets and mutual funds can coexist, but when it comes to fees, there is one hands-down winner.

Advising the advisors on CRM2

Long before advisors open the conversation with clients on the new CRM2 rules set to come into effect next summer, one company is prepping those same advisors on what that conversation should be