Company retains clients from renegades
As advisors wander to other firms, one firm is able to retain a significant level of its clients’ assets
Lori Pinkowski of Pinkowski-Allen Financial Group is part of this year's Wealth Professional's Women of Influence.
Air Canada heads for crash landing
Airlines made record profits in 2015 but despite the good news investors fear that business is about to get much worse at entirely the wrong time
The sweet spot in the markets is… ?
With the U.S. markets’ winning streak on the verge of coming to an end and a Santa Claus run still up in the air one advisor’s got a great idea for coming out on top
Is 2016 the year to sell your book?
Industry trends suggest there will be no shortage of M&A activity in the coming year providing aging advisors with an opportune time to take early retirement
Large independent firm says ‘no’ to robos
While everybody and their dog seems to be jumping into the robo-advisor space, one independent says it’s betting on human advisors for continued growth
Robo move may transform industry
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
Canadians facing big capital gains hit
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
How to attract top-tier women to wealth management
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
Advisor gains entry to ‘closed market’
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