How AI is putting pressure on the advisor fee model
Open this photo in gallery: AI is another free source of information for clients that may be accelerating…
How minority investments are reshaping wealth management ownership
Open this photo in gallery: Minority capital is no longer being used primarily to provide shareholder liquidity. Increasingly,…
On the Move: Tony Genua comes out of retirement to join Ninepoint
Open this photo in gallery: Portfolio manager Tony Genua, pictured in 2024, has come out of retirement after…
CIRO releases proposals to allow investment advisors to incorporate
Open this photo in gallery: CIRO says advisors who incorporate would be at advantage and able to pass…
This advisor started out in a bank call centre before becoming a portfolio manager
Open this photo in gallery: Jennifer Tozser, senior wealth advisor and portfolio manager with Tozser Wealth Management at…
Why this advisor hired a broker to help her buy her first book of business
Open this photo in gallery: Maja Bekic, founder and wealth advisor with Redline Wealth Management Inc. at Designed…
Kidpreneurship is booming. Will Gen Alpha be a generation of business owners?
Open this photo in gallery: Thanks to an after-school entrepreneurship program, 17-year-old Thomas Chau went from not knowing…
Louai Bibi’s plan for FIRE couple with complex needs wins financial planning award
Open this photo in gallery: The winning financial plan in this year’s National Financial Planning Awards involved a…
This advisor wanted to be an RCMP officer until two finance books changed his career trajectory
Open this photo in gallery: Travis Koivula of Aviso Wealth in Victoria, says other advisors should invest in…
Why this money manager is buying Agnico Eagle, Nutrien and trimming Alphabet
Open this photo in gallery: Martin Pelletier, senior portfolio manager with TriVest Wealth Counsel at Wellington-Altus Private Counsel…
With abundance of alternative products, advisors need to do their homework
Open this photo in gallery: Meric Koksal from CIBC Global Asset Management speaks at Globe Advisor’s Wealth Leadership…
Complex OAS residency rules key to court decision leaving retiree with benefit cut almost in half
Open this photo in gallery: A recent court case involved a man who had to pay back $20,000…