Advisor

Planning and Advice

Guess who’s switching to robo-advisors?

Find out who's the latest to embrace digital platforms.

By Staff |November 10, 2016

2 min read

Industry

What’s an advisor worth to clients? 290% more in assets

So says a new study.

By Staff |November 7, 2016

2 min read

Planning and Advice

What fiftysomethings expect from their advisors

50-somethings get answers to pressing questions

November 4, 2016

5 min read

Planning and Advice

ETFs and MFDA advisors: what does it mean for you?

Should you fear or welcome the increased competition?

November 4, 2016

2 min read

Planning and Advice

Contests can grow your business

But before proceeding, understand the legalities

By Sarah Cunningham-Scharf |November 4, 2016

6 min read

Industry

Which firms are best positioned to compete with robos?

One expert panelist said more traditional firms will need four things to adapt and survive as robos gain market share.

By Staff |November 2, 2016

2 min read

Tax News

Can advisors incorporate?

It depends on where you’re based.

By Doug Carroll |October 28, 2016

4 min read

Market Insights

Most advisors bullish on stocks for Q4

More than 60% of Canadian advisors expect Canadian and U.S. equities to deliver positive returns for Q4 2016, according to the latest advisor sentiment survey conducted by Horizons ETFs. The survey asked advisors for their return expectations — bullish, bearish or neutral — on 14 distinct asset classes for the upcoming fourth quarter. Read: Negative […]

By Staff |October 27, 2016

2 min read

Industry

Amid rapid rise of fintech, consumers still need advice

Nearly one third of Canadian consumers say they're less dependent on banks, putting traditional advice channels at risk, says a new survey.

By Staff |October 21, 2016

2 min read

Industry

What’s in store for independent advisors?

It’s the dream that dare not speak its name: calling it quits at the big firm and heading out on your own. According to an article in Bloomberg, it’s a dream that’s becoming reality for more and more U.S. advisors. The article reports independent registered investment advisors have more than doubled their AUM — to […]

By Staff |October 17, 2016

2 min read

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