Jason Pereira

Why Liberal-NDP partnership raises taxing questions

Advisors express concerns about the process and ramifications of latest news from Ottawa

Critics decry, lament Big Six banks’ shelf-shrinking push

Three big Canadian banks’ moves to squeeze out third-party funds for retail advice clients has provoked strong reactions

Federal election campaign hasn't had "a heck of a lot" of impact on advisors

Two senior advisors parse what's been promised and how its implementation would impact the financial industry

Did advisors' client service during pandemic change fee debate?

Two top advisors say, think again: in this business, it proves you get what you pay for!

Why advisors must move investment strategies into the 21st century

Award-winning Ric Edelman tells WP that portfolios built around old competencies will underperform

A new investment phenomenon? NFTs explained

What are they and how do they work? And are the prices 'borderline insanity' as one advisor believes?

Why no client wants to deal with a tech dinosaur

Ahead of the WP WealthTech Summit, advisor – and event speaker – talks about why industry must move outside its comfort zone

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