DSC advisors find unlikely ally
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
An advisor who represents himself … is typical
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
Coveted award attracts top names
It’s arguably the award with the greatest impact on an advisor’s future book and here’s who’s in the running.
CRM2: the biggest ambition killer ever?
Saying “no” to a job promotion is something more and more advisors are likely to do because of increasingly onerous paperwork requirements.
Big firms ‘pay’ young advisors
A growing number of firms are rejecting the hunt-to-eat model for young advisors instead opting to provide them with guaranteed income.
Taking a different tack?
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 unveils the cream of the crop
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.
WPCA Top 50 Advisor: Rob McClleland
Rob McClleland's Wealth Professional Canada Top 50 Advisor Profile.