Chris Polson will bring an outsider’s perspective to the WP Awards judging.
As one of Canada’s leading litigation lawyers, Ellen Bessner is used to being judged, but now the shoe will be on the other foot.
The nominations for Wealth Professional’s biggest night of the year close March 31 and we couldn’t be happier with the five industry pros we’ve selected to vet all those in the running for one of the 20 awards up for grabs June 5.
Recent discussions on the WP website revolving around the pros and cons of embedded compensation have gotten quite heated. A British Columbia advisor presents an interesting hypothesis.
CRM2 implementation lays bare the dollars earned by advisors for providing financial advice. Yet, many fee-based advisors continue to advocate for the elimination of embedded compensation. So, why the big push?
Not exactly CRM2-related, the OSC’s Joint Serious Offences Team looks to put the boots to a former Toronto resident who is alleged to have doctored financial statements for a client’s portfolio.
Maintaining balance when two are not one
PwC senior strategic advisor warns rash, reactionary reform could decimate a key Canadian industry.
The head of Canada's financial advisors association cautions on pace of reform.