Advisor

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Robos becoming more ambitious, says expert panel

In five years, the composition of the financial industry will shift.

By Staff |June 9, 2016

1 min read

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Advisor’s Edge wins at Canadian Business Media Awards

Advisor's Edge won two awards and received two honourable mentions at the Canadian Business Media Awards.

By Staff |June 8, 2016

1 min read

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Manulife Securities ramps up hiring as banks restructure

An interview with George Garner, head of national sales.

By Suzanne Sharma |June 8, 2016

3 min read

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Wealthy investors want new strategies

Wealthy investors want new strategies to insulate their portfolio from volatile markets and help them manage risk.

By Staff |June 3, 2016

1 min read

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What the Raymond James-3Macs deal says about the industry

Raymond James' acquisition of 3Macs is symptomatic of a broader industry trend.

By Dean DiSpalatro |May 30, 2016

4 min read

What your peers forecast for the advice industry

What your peers forecast for the advice industry

Financial advisors foresee more regulatory changes and technology

By Staff |May 25, 2016

2 min read

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Industry reacts to robos aligning with advisors

One player has launched an automated platform for advisors to manage client portfolios.

By Suzanne Sharma |May 24, 2016

2 min read

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Comparison of Canadian robo-advisors

Robo-advisors are changing the industry. Here's a look at the fees and investment styles of five Canadian digital firms.

By Staff |May 20, 2016

1 min read

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Planning and Advice

Finding the right buyer for your book

This article is part of a series

By Doug Carroll |May 13, 2016

4 min read

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This firm beats RBC’s AUA per advisor

We've updated the rankings.

By Staff |May 9, 2016

1 min read

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