Be prepared to explain your fees to clients and prospects.
BMO is adding a new discount series to its mutual fund lineup, among other changes to the structure of its funds.
Right now, Canadians have more than $1 trillion in individual retirement savings.
Mackenzie Investments, Invesco and BlackRock are each launching funds for DIY investors.
Advisor.ca live-tweeted the CSA Statutory Best Interest roundtable this morning.
It's the topic that just won't go away. No one expects you to work for free, but the issue of how you get paid remains a hot topic.
Some advisors are worried the surge of ETFs means the death of trailers. That’s wrong-headed. Instead, accept these six realities to create a mutually beneficial relationship with clients
As jurisdictions around the world consider banning embedded compensation, many Canadian financial planners point out that this long-standing arrangement benefits many clients.
Establishing the compensation model for services rendered amounts to one of the most difficult decisions for members of any profession and normally flows from client preferences, the professional’s needs and his or her perceptions of the market. The professional needs adequate compensation while the client may or may not grasp the value of services rendered. […]