Jason Pereira

DIY brokerages struggled with CX in 2020 but who did best?

Surviscor report reveals that customer experience is a continuing challenge for online brokerages

Advisor unveils new tech solution directory

Financial planner and podcast producer hopes information will become a go-to resource for advisors

Evolve or die, advisors warned

WP panellists address how finance industry must move with technology – or pay the price

Questrade told to 'cut the bull' and recognise full advice picture

Advisor makes no excuses for underperforming peers but says discount brokerage's ad campaign is deceitful spin

How advisors can manage their business in self-isolation

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

This is grim but keep a cool head and stay invested

Advisors reflect on a sobering week, discuss an eventual rebound and the value of active management

It’s no fun right now but advisors should be proving their value

Those hiding under their desks are being exposed, says advisor, while proactive professionals will shine

The week that was – November 18-22

Highlights from a week of news and analysis at WP

New financial planning association launched

President tells WP that fee transparency is a central part of new organization's charter

How could commission-free trading impact advisors

Scrapping trading costs at discount brokerages will prompt soul-searching on compensation and business models