Advisor

No negatives to a best interest standard, say CFAs Fallback Image Decorative pattern

Industry

No negatives to a best interest standard, say CFAs

A best interest standard would provide a consistent and overarching standard.

By Staff |October 11, 2016

2 min read

How to work with small investors Fallback Image Decorative pattern

Industry

How to work with small investors

Coreen Sol Coreen Sol is vice-president, portfolio manager at CIBC Wood Gundy in Kelowna, B.C. She serves more than 400 clients. Her practice is based on four portfolio models for most clients, and she has a separate platform for smaller accounts. The financial services industry is evolving. As advisors continue to adjust to CRM2 and […]

By Suzanne Sharma |October 7, 2016

5 min read

What’s stopping clients from saving? Fallback Image Decorative pattern

Industry

What’s stopping clients from saving?

Many Canadians find it relatively difficult or very difficult to save. Find out why.

By Staff |October 4, 2016

2 min read

Will CSA’s targeted reforms hurt clients? Fallback Image Decorative pattern

Industry

Will CSA’s targeted reforms hurt clients?

CSA needs to clarify the benefits and costs of its proposed targeted reforms and best interest standard.

By Katie Keir |October 3, 2016

4 min read