What brokers see as a growing and dangerous competitor may in fact turn out to be a passing fad but that still doesn’t mean the threat’s gone
The CSA’s report is an ‘I-told-you-so’ for fee based advisors, while embedded compensation advisors are on the defensive
A former exec at IIAC predicts advisors will be allowed to hold onto their embedded commissions but lose something almost as cherished
Investment advisors have come out swinging against the imposition of fiduciary standard, arguing it may actually hurt not help some clients – specifically, the most vulnerable.
The SRO looks to develop continuing education program for advisors suggesting CRM2 is setting the bar higher for everyone in wealth management.
This first outing for the WP Awards cut a wide swath across the advisor channel, with winners in 21 categories drawn from across this country.
A growing number of embedded commission advisors and their fee-based counterparts are laying down their weapons and advocating for a once-controversial outcome.
Greg Pollock of Advocis is on Wealth Professional Canada's Hot List of 2015.
Harley Lockhart of Quail Ridge Financial is on Wealth Professional Canada's Hot List of 2015.
As a respected author outside the industry this finance professor offers a different perspective.