Canadian investors are questioning their advisors’ credentials and abilities, says Advocis.
Canadian financial services legend George Frazer passed away on February 6 at age 86.
In my own portfolio, I focused on blue-chip Canadian dividend stocks for the past 10 years because of better fundamentals, and stronger currency.
Finding quality hires is time consuming.
In response to growing suitability and proficiency standards for advisors in both Canada and around world, the Canadian Securities Institute (CSI) has introduced Advanced Mutual Funds Advice (CMFA), a certificate program to help mutual fund advisors adhered to higher standards while further raising their professional level. “In a complex and rapidly evolving financial services landscape, […]
To achieve success, you need to be best at what you do.
The CSA has issued a staff notice detailing why it accepts or rejects applications to become Advising Representatives (ARs) or Associate Advising Representatives (AARs).
Advisors using Twitter and other social media platforms should be allowed to speak their minds, says Earl Evans, head of Macquarie Private Wealth.
Core and explore. The core of my portfolio constitutes value stocks and bonds that you can hold through peaks and troughs. It includes a lot of banks and insurance companies. We’re close to hitting our buy targets on energy stocks as well.
Young advisors have to overcome countless challenges to effectively build their businesses. But the hard work doesn’t end there; as any veteran knows, an advisor has to work even harder to maintain their momentum and success.