Don’t count your profit before it's hatched, advisors – that warning from a new report suggesting CRM2 world will squeeze margins regardless of fee-based revenue
A new report from an industry expert provides ample evidence that advisors will have to do more for HNW clients to get them but also to keep them
The second round of finalists for the Wealth Professional Awards brought to you by Invesco have been revealed – have you made the cut?
Author takes exception to the financial services’ industry’s fascination with financial literacy. The focus, says this outspoken critic, should be on consumer protection. Is she right?
A letter sent by IIAC this week has put some thorny questions into the hands of the Canadian Securities Institute, with WP readers now being asked to add their voices to the discussion.
Raymond James has the necessary organizational capacity to handle hairy U.S.-Canada transactions.
ScotiaMcLeod Wealth Management
A new wealth-manager accreditation - imported from Europe and offered by the CSI - will give Canadian advisors greater access to high-net worth clients.
William Vastis's Wealth Professional Canada Top 50 Advisor Profile.
Cyrilla Saunders's Wealth Professional Canada Top 50 Advisor Profile