Most Read: Are your clients prepped for a correction?
Experts say, with a market correction inevitably on the horizon, now is the time for investment advisors to ensure their clients are invested defensively.
Advisor: Canadian banks are safe havens
Advisors and industry analysts alike are boasting about the stability of Canadian banks, proposing that it's not only an international marker, but an indication that investors can breathe easy.
WP unveils the cream of the crop
WP releases the first 25 advisors that made the cut on its Top 50 Advisors in Canada list, featured in the latest issue of WP Magazine.
Canada's top 50 advisors unveiled
WP releases the first half of its Top 50 Advisors in Canada list, featured in the latest issue of WP Magazine.
Advisors conquer Kilimanjaro for charity
A group of Canadian advisors successfully scaled Mount Kilimanjaro, Africa’s highest mountain and one of the Seven Summits, raising $50,000 for Tanzanian street children.
Major global bank considers sale of Canada wealth unit
Another global major has reportedly been seeking to exit the Canadian wealth management business – following the route of the UK’s HSBC and Australia’s Macquarie. Why is Canada such hostile territory for foreign players?
Big Six not among the top three in client satisfaction
Canada’s Big Six didn’t crack the top-three in JD Power’s investor satisfaction survey. But overall satisfaction with the full-service investment firms increased – especially among investors who were given a transparent account of fees.
Satisfaction in Canada banks rises, Big Five trail mid-sized rivals
Customer satisfaction in Canadian banks improved in 2013, but more people see banks as lagging in innovation and customer focus. The Big Five are also underperforming mid-sized rivals.
Bank puts all advisors on salary: other firms, advisors watch closely
Where will it all end? A major global bank is doing away with commissions as part of its advisor compensation, even where there is no regulatory impetus.
Forget patriotism! Time to take clients outside Canada?
A new poll identifying investors as particularly bullish on Canadian investments suggests it could be time to steer clients outside the country, say some independent-minded advisors.