Advisor makes no excuses for underperforming peers but says discount brokerage's ad campaign is deceitful spin
WP Canada magazine editor Darren Matte talks with financial planner Jason Pereira, from Woodgate Financial, on how advisors can manage clients' investments and emotions during a time of self-isolation
Advisors reflect on a sobering week, discuss an eventual rebound and the value of active management
Those hiding under their desks are being exposed, says advisor, while proactive professionals will shine
Highlights from a week of news and analysis at WP
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President tells WP that fee transparency is a central part of new organization's charter
Scrapping trading costs at discount brokerages will prompt soul-searching on compensation and business models
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Advisors react after OSC pays almost $7.5 million to three tipsters as part of programme to weed out gross misconduct
Winner says recognition is a crucial differentiator when competing for business
The provincial government’s public rejection has drawn strong reactions from experts and advocates
