Novel proposals on fees
Industry views diverge widely on the future of embedded fees
Industry views diverge widely on the future of embedded fees
Variety of insurance products sold online will grow
Look “under the hood” of alternatives
Most of the banks performed well, including raising their dividends, although Home Capital cast a shadow over the group
Survey suggests that Quebec residents tend to be more risk-averse than other Canadians
How advisors rated their firms
Surveyed advisors said much work is required in some key areas, such as support for tax planning, compensation, pensions and technology
Advisors have high expectations of their banks' pension plans, but many bemoaned the changes their firms have implemented
Advisors praised their banks' websites and mobile apps for being easy to use and providing clients with access to accounts
Advisors have various reasons for their dissatisfaction with their banks' support for both tax and wills and estate planning
Scotiabank, National Bank and CIBC advisors were quite vocal in their disapproval of changes to their paycheques
Advisors cited technology as one the key areas that their banks could most improve upon
An overall decline in advisors' average AUM and productivity may be signs that all is not right in this channel
Once a high net-worth advisor, Shannon Lee Simmons set out on her own to provide advice and financial education to an underserved market of younger,…
The starting point for any business owner is his or her vision of the future - what the advisor wants his or her world to…
A little advice for your clients before they take off for vacation — on issues such as insurance, currencies and cybersecurity — can prevent serious…
Portfolio managers also are uncertain about the direction of oil prices
The Trudeau government is positioning itself as the champion of Canada - from trade to tanks - in a shifting world order
