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
Financial planner says evidence does not back up majority of index-beating claims
