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
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
