Advisor

What are the biggest misconceptions clients have about your job? Fallback Image Decorative pattern

Planning and Advice

What are the biggest misconceptions clients have about your job?

Q:What are the biggest misconceptions clients have about your job? Joseph Bakish vice-president, investment advisor at Richardson GMP in Montreal Clients often think we have control over the markets, and they also misunderstand fees. When I discuss market movements or costs with clients, I always bring it back to the value clients receive. For instance, […]

May 6, 2016

2 min read

What fortysomethings expect from their advisors Fallback Image Decorative pattern

Planning and Advice

What fortysomethings expect from their advisors

Fortysomethings share their challenges

May 6, 2016

5 min read

The firms with the biggest books, the most assets, and the largest rosters Fallback Image Decorative pattern

Industry

The firms with the biggest books, the most assets, and the largest rosters

We have all the details

By Staff |May 4, 2016

2 min read

CI to handle penalties for shortchanged clients Fallback Image Decorative pattern

Industry

CI to handle penalties for shortchanged clients

What's happening to clients affected by the no-contest settlement between CI Investments and the OSC?

By Jessica Bruno |May 2, 2016

3 min read