Bank of Canada lowers overnight rate to 0.75%. Retirees spending time in Florida and Arizona this winter getting hit in the pocketbook. Are your clients prepared?
The case for wooing clients away from the big banks might have just gotten more difficult due to an $11 million lawsuit against two independent financial advisors.
In the face of that 2% drop in Canadian stocks, advisors seem all but united in the advice they're offering nervous clients. And that advice may surprise you.
If the investment seminar WP attended yesterday is any indication, robo-advisors might want to hold off on their victory party. Here’s why.
With few assets currently worth buying the implied suggestion is that cash is the new “it” investment. WP went looking to see if advisors are stocking up.
The roster of big names behind start-up says something about the future of the industry in Canada.
WP identifies some of ‘the keeners’ in today’s wealth industry — specifically young Canadian advisors best positioned to lead tomorrow and, indeed, today
Father-son team, involved in several brokerage firm acquisitions, have worked for Richardson GMP and Marquarie Private Wealth.
Wolfgang Klein's Wealth Professional Canada Top 50 Advisor Profile
Brian Jones's Wealth Professional Canada Top 50 Advisor Profile