Advisor

How robo-advisors have it rough Fallback Image Decorative pattern

Industry

How robo-advisors have it rough

Online platforms may be on the rise, but the advisor-client relationship isn’t going anywhere. “The prospect of fully automated advice is not something Canadians should expect in the near term,” says a draft report on fintech innovation by the Competition Bureau. The comment is made in relation to suitability risk for robo-advisors, such as flawed […]

By Staff |November 6, 2017

3 min read

Who recognizes the CFP credential Fallback Image Decorative pattern

Industry

Who recognizes the CFP credential

Amid confusion about advisors’ titles and a move toward greater title transparency, there’s one that might prove more familiar to Canadians: certified financial planner. Read: Ontario ‘working closely’ with SROs on titles reform That’s because 85% of Canadians with financial planners say they know “for a fact” that their advisors are CFPs, reveals a survey […]

By Staff |October 18, 2017

1 min read

Advisors bullish on Canadian equities Fallback Image Decorative pattern

Industry

Advisors bullish on Canadian equities

Similarly, bullish sentiment on Canadian financials and energy has also picked up since last quarter.

By Staff |October 17, 2017

4 min read

What happens when advisors use robos Fallback Image Decorative pattern

Planning and Advice

What happens when advisors use robos

Give clients more by offering less

By Michelle Schriver |October 13, 2017

9 min read