In 40 cities across Canada, 959 candidates wrote the FPSC Level 1 exam or the CFP exam last Nomember. Here's how they did.
How much of your day is spent on administrative tasks, portfolio management, market analysis, trading, and compliance?
As women age, they become more confident about their financial knowledge and how much they've saved.
Top advisors on when to do value-added tasks yourself
They're big for a reason -- and they want to get bigger.
In December, IIROC published proposals that would “consolidate the best execution requirements in Universal Market Integrity Rules and Dealer Member Rulebook requirements for fair pricing of over-the-counter securities into a single dealer member rule respecting best execution.”
Nick Bakish director of wealth management, Richardson GMP, Montreal Designations: CFA, CLU, TEP, Fin. Pl., FCSI The gold standard is the CFA. It’s internationally recognized and requires the most study. The designation gives me a framework to evaluate pricing for various securities, so I can employ an appropriate investment strategy. For example, understanding pricing models, […]
At least they made it past the cotton anniversary
The firm's head of wealth management says the new brand has resulted in growth.
In 2015, Advisor to Client continued to grow to meet your needs and help you serve your clients.