CIRO proposals on advisor incorporation receive early mixed reviews
Open this photo in gallery: One expert who is in favour of CIRO’s proposal disagreed with its approach…
How this senior forced herself to slow down in retirement after an intense career
Open this photo in gallery: Shelagh Barrington, 73, is pictured in the Henry Moore Sculpture Centre at the…
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,…
Do you really need that new fitness gadget?
Open this photo in gallery: Many fitness gadgets are marketed toward women, pitched as a way to get…
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…
Artist Heather Cooper designed the Roots logo, poster for inaugural TIFF
Open this photo in gallery: Heather Cooper was born in Louth, England. She and her family moved to…
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…