Advisor

CSA’s embedded commissions ban falls short for clients, say advisors Fallback Image Decorative pattern

Industry

CSA’s embedded commissions ban falls short for clients, say advisors

Potential problems include an apathy gap and more discretionary managers

By Staff |June 15, 2017

5 min read

Commissions ban could push advisors to sell insurance products: MFDA Fallback Image Decorative pattern

Industry

Commissions ban could push advisors to sell insurance products: MFDA

The MFDA has released a research report on its members, advisors and clients. The report aims to offer more information on MFDA members’ business operations as well as inform stakeholders of the potential impact of an embedded commissions ban. The MFDA recognizes there are factors at play that it hasn’t measured, but says, “Although it […]

By Staff |May 25, 2017

3 min read

Move over robos; cyborgs have arrived Fallback Image Decorative pattern

Industry

Move over robos; cyborgs have arrived

Are cyborgs the future of advisory services?

By Staff |May 12, 2017

1 min read

Do you use referral arrangements with outside experts? Fallback Image Decorative pattern

Planning and Advice

Do you use referral arrangements with outside experts?

Do you use referral arrangements with outside experts like lawyers or accountants? Dave Lee senior wealth advisor, Scotia Wealth Management, White Rock, B.C. Yes, I use referrals, but they aren’t formal arrangements, so no disclosure is required. The best referrals are freely given and arise from demonstrating above-and-beyond service. For example, at tax time I […]

May 12, 2017

3 min read