News and resources for Canada's top financial advisors
Est. 1998
Industry
Regulatory fine pales against firm's $32-million remediation plan
By James Langton |December 17, 2021
1 min read
Advisor's Edge
Clients need advisors who control costs
By Michelle Schriver |March 12, 2021
4 min read
Annual PriceMetrix report provides insights for advisors
By Michelle Schriver |June 9, 2020
3 min read
The Canadian industry still rates poorly because asset-weighted median expenses are relatively high
By James Langton |September 17, 2019
Advice for advisors selling their books
February 22, 2019
9 min read
In the U.S., advised investors prefer a fee-based compensation structure, new research finds
By Staff |February 19, 2019
The platform-traded funds use the company's "pay for performance" fee structure
Worldsource Securities failed to adopt controls to prevent the double charging
By Staff |January 8, 2019
Excessive commissions were generated in fee-based accounts
By Staff |December 5, 2018
2 min read
Lower administration fees will reduce MERs over time
By Staff |September 12, 2018
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