One big bank’s already made an announcement about incorporating robo advice into its operation in the States. But what does it mean for human advisors
A recent stat from one of the big banks suggests advisors have a real opportunity to better prepare clients for the transfer of real estate wealth
The support systems in place for women to make the move into financial planning have never been greater according to a recent symposium on the issue
It’s not easy to gain the confidence of law enforcement but one financial planner’s figured out a way and as a result has built a thriving practice
Conversations around “expanding the circle of giving” need to happen now, say advisors pointing to the “Bill Gates” trend taking root among their clients
Canada’s ‘ second recession’? Stay away from oil and gas for now.
While many large investment firms seem keen on adding a robo-advisor to their lineup of services an executive for a big independent has come out much against it.
Monday’s decline on the TSX is exposing just how much more exposed to the effects of both Greece and China Canadian investors are than their counterparts in the US.
Advisor are already weighing in on the implications of Greece’s referendum vote Sunday.
When an advisor leaves a firm it’s usually permanent, but one Ottawa-area advisor’s change of heart proves you can indeed go home.