Hugh Murphy, managing director of Credo Consulting, discusses the results of a recent survey of how advisors are using exchange-traded funds. The survey was conducted for TC Media’s Investment Group.
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when...
High net-worth clients place considerable importance on their investments — and want to know and understand how their money is being managed
Proposed pilot would examine the effects of a prohibition of rebate payments by Canadian marketplaces
More than 6,000 clients in fee-based accounts were charged a higher fee than they should have been
Many Canadians unaware of changes to contribution limit
Crude prices slip to 15-month low