News and resources for Canada's top financial advisors
Est. 1998
Industry
After being frozen out for 13 months, shareholders of GrowthWorks Canadian Fund might finally get some money back.
By Renée Alexander |December 20, 2012
4 min read
It may soon cost more to give advice.
By Melissa Shin |December 20, 2012
2 min read
Many studies have deemed Canadian mutual fund fees among the highest in the world.
By Staff |December 14, 2012
Planning and Advice
Karen Mizgala had been working as a commissioned advisor in Vancouver for six years, when clients increasingly began demanding a different kind of service.
By Brynna Leslie |November 5, 2012
A great advisor is empathetic, but there’s such a thing as too much compassion.
By Melissa Shin |October 25, 2012
3 min read
Pershing’s Canadian debut stoked fears the trading heavyweight’s wide array of services will cause the advice channel to fragment, since advisors can now break away from traditional full-service brokerages.
By Melissa Shin |September 13, 2012
Investors are willing to pay premiums for fee accounts, finds an analysis from PriceMetrix.
By Staff |August 14, 2012
Should advisors segment their fee structures?
By Suzanne Sharma |July 23, 2012
If you have young clients in your book, you’re not charging them enough. So finds a study by PriceMetrix, released today.
By Staff |June 28, 2012
We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.
1 min read
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