News and resources for Canada's top financial advisors
Est. 1998
Advisor's Edge
Finding opportunities on social media
By Maddie Johnson |March 31, 2023
3 min read
Industry
Many investors under 35 are being drawn to zero-commission online brokerages
By Mark Burgess |December 21, 2022
Planning and Advice
A global study found 40% of millennials are turning to advisors while only 7% use automated advice
By Daniel Calabretta |May 4, 2022
2 min read
Younger Canadians are financially engaged but may lack investment know-how, a BMO survey suggests
By Staff |April 6, 2022
DIY plus fee-only planning was the choice for one millennial
By Leah Golob, The Canadian Press |June 29, 2021
J.D. Power ranked wealth management firms based on investor satisfaction
By Staff |May 6, 2021
Pandemic job losses remain a challenge, however
By Staff |March 12, 2021
1 min read
Economic Indicators
Millennials are less likely to bounce back than older generations, StatsCan finds
By James Langton |December 10, 2020
As the wealthy dwindle, industry will have to seek AUM in the middle class
By James Langton |October 30, 2020
However, many are waiting for prices to fall
By Staff |September 17, 2020
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