Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Brokerage reduces regions to four from six, eliminating nine positions
Clients may be more open to discussing serious illness planning than death planning
Two portfolio managers explain why their podcast has run successfully for more than five years
Nonetheless, the bureau found evidence of several instances when HSBC Canada’s lineup had influenced RBC’s offerings
Even award-winning advisors see merit in the crackdown on pay-to-play and sales-based accolades
Sara Petrcich is now head of the ETF and structured solutions team
The agency will also be releasing a consolidated T4 slip for FHSA account holders
Index funds will be forced to adjust their weightings, but actively managed funds may not have to make as many changes
The bank is the farthest along in this process among the Big Six
Volatility is to be expected in thematic tech funds, says Morningstar expert