Practice

Scrutiny of advisors to increase

Canadian regulators are often accused of being one step behind financial fraudsters. But, the qualities of our provincial commissions may not be the problem; turns out, regulators are often underfunded and have struggled since the recession.

July 26, 2012

2 min read

Are your clients itching to leave?

Markets are tough and you're struggling to meet your bottom line, so the last thing you want to worry about is your book shrinking. But, a new survey says more than half of wealthy clients are looking to fire their advisor this year.

July 26, 2012

2 min read

There’s an app for that

How advisors can adapt and thrive in the 21st century

By Lisa MacColl |July 23, 2012

3 min read

What clients want

Should advisors segment their fee structures?

By Suzanne Sharma |July 23, 2012

2 min read