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  1. Fiona Collie
    Wealthsimple facing powerful competition in the U.S.
  2. Jade Hemeon
    Clients are moving to bolder investment strategies for their RRSPs
  3. James Langton
    IIROC rethinks the role of "order execution only" firms
  4. Patricia Chisholm
    Advisors should help clients with their final intentions prior to their deaths. This should help prevent legal battles
  5. IE Staff
  6. Paul Brent
    Advisors need to talk to clients about their retirement future and show the potential damage RRSP withdrawals cause
  7. Catherine Harris
    Volatile market conditions in 2016 made it difficult for many portfolio managers to score home runs
  8. Rudy Mezzetta
    TD Wealth Private Wealth Management has been hiring “wealth advisors”
  9. Megan Harman
    Faster and easier underwriting is welcome, but there are concerns less testing could lead to claims being questioned
  10. James Langton
    The SRO's proposed proficiency standards for financial planners is getting pushback from some in the industry