Accountants can. Lawyers can. Even dieticians can incorporate in order to make sure that their business can run in an effective and tax efficient manner. But many, many Wealth professionals can’t – what’s going on?
Paul Allison of Raymond James is on Wealth Professional Canada's Hot List of 2015.
It’s arguably the award with the greatest impact on an advisor’s future book and here’s who’s in the running.
The second round of finalists for the Wealth Professional Awards brought to you by Invesco have been revealed – have you made the cut?
Where’s the beef? It’s the question advisors critical of DSC funds are asking colleagues who use them, suggesting, too few are doing the heavy lifting needed to rationalize the fees.
The industry is kidding itself, says a seasoned veteran laying out a passionate case against 5 per cent upfront.
In a sign of things to come, advisors are having to beef up their support staff numbers an effort to better manage customer relations, according to a new report. But who pays the tab?
New numbers are quantifying the kind of chop to mutual fund sales advisors may experience post-CRM2 implementation.
For those who think charitable giving is all about tax savings and nothing more — think again. Having a dialogue with your clients is increasingly good business.
At least that’s the word from one of Canada’s largest pension funds.