Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
To impress clients, go against your self-interest.
We walk through three taxing scenarios
Toronto is not the centre of the universe—and few know that better than advisors working in rural and remote areas. We spoke with three who say they’d never work in big cities, and their experiences are instructive for advisors all across Canada.
For 60 advisors, it's happening again. They're moving, thanks to Richardson GMP's decision to shed lower-asset advisors it acquired from Macquarie last year.
Next year, explore the world -– especially if you’re an investor.
The Supreme Court has given the go-ahead for investors to launch a class-action suit against fund companies involved in market timing in the early 2000s.
The Supreme Court of Canada has dismissed an appeal from fund companies, making them vulnerable to class-action lawsuits even if they settle with a regulator.
Advisors need to lock down their professionalism in light of yesterday’s ruling from the Supreme Court, says Advocis.
If you violated Canadian securities law, would you rather live under the threat of being prosecuted for 74 years, or 12?
The carpenter you asked to install your hardwood floors can teach you about becoming a better advisor.