Client

Client Confidential: A playwright describes the good life, and good advice Client Confidential: A playwright describes the good life, and good advice

Advisor's Edge

Client Confidential: A playwright describes the good life, and good advice

"Dealing with our financial advisor was very uncomfortable"

By Allan Janssen |November 2, 2021

3 min read

Does KYC risk assessment impede investor outcomes? Does KYC risk assessment impede investor outcomes?

Advisor's Edge

Does KYC risk assessment impede investor outcomes?

Investors cannot be solely deemed conservative, moderate or aggressive

By Mark Yamada |November 2, 2021

3 min read

Advisors prepare for enhanced suitability Advisors prepare for enhanced suitability

Advisor's Edge

Advisors prepare for enhanced suitability

The requirement to put clients’ interests first “reinforces the importance of suitability”

By Michelle Schriver |November 2, 2021

5 min read

Advisors more bullish than investors heading into Q4: surveys Advisors more bullish than investors heading into Q4: surveys

Industry

Advisors more bullish than investors heading into Q4: surveys

Positive advisor sentiment increased for Canadian equities, natural gas, crude

By Staff |October 28, 2021

3 min read