Client

83% of advisors say fee-based model superior: survey

Almost all Canadian financial advisors (98%) see a shift toward a fee-based rather than commission-based practice, according to a survey report from Vanguard Canada. In fact, among advisors who’ve made the transition, 86% said it had a positive impact on client trust, with a majority indicating it also had a positive impact on revenue growth […]

By Staff |November 14, 2016

2 min read

Would your clients have enough money if they lost their jobs?

More than 40% of Canadians say they'd only be able to keep paying their living expenses for one month or less if they lost their main source of income, says FPSC survey.

By Staff |November 11, 2016

2 min read

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

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

So says a new study.

By Staff |November 7, 2016

2 min read