If regulators get their way everyone but the bank-owned firms could be fighting for a shrinking piece of the financial advisory pie
Unless firms want to reach into their pockets to put young advisors on salary, DSC’s represent the best way to keep the banks from swallowing up business
You wouldn’t think a financial professional who made the switch to a fee-based model more than seven years ago would have any sympathy for those flogging DSC funds – but you’d be wrong
New research confirms that financial professionals are loath to do it, still there’s an argument for them bringing in a second pair of eyes to vet their own investment decisions
It’s arguably the award with the greatest impact on an advisor’s future book and here’s who’s in the running.
Saying “no” to a job promotion is something more and more advisors are likely to do because of increasingly onerous paperwork requirements.
A growing number of firms are rejecting the hunt-to-eat model for young advisors instead opting to provide them with guaranteed income.
Big players may be making a move into the exempt market space, but advisors across the country have been slower to steer their clients in the same direction. But that may be about to change.
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.
Rob McClleland's Wealth Professional Canada Top 50 Advisor Profile.