Three big Canadian banks’ moves to squeeze out third-party funds for retail advice clients has provoked strong reactions
Two senior advisors parse what's been promised and how its implementation would impact the financial industry
Two top advisors say, think again: in this business, it proves you get what you pay for!
Award-winning Ric Edelman tells WP that portfolios built around old competencies will underperform
What are they and how do they work? And are the prices 'borderline insanity' as one advisor believes?
Ahead of the WP WealthTech Summit, advisor – and event speaker – talks about why industry must move outside its comfort zone
Surviscor report reveals that customer experience is a continuing challenge for online brokerages
Financial planner and podcast producer hopes information will become a go-to resource for advisors
WP panellists address how finance industry must move with technology – or pay the price
Advisor makes no excuses for underperforming peers but says discount brokerage's ad campaign is deceitful spin