More flexible tax rules and fewer administrative barriers could boost participation
When working with an advisor, clients of all ages prefer a personalized approach
Some Canadian advisors will have to register in the U.S. for the first time
Advisors have a responsibility to ensure they’re using social media in a compliant manner
Successful advisors recommend narrowing your focus, building a brand
Suitability has been a particularly problematic area
Abuse of the accredited investor exemption is the number one problem, says OSC manager
Recruiters urge new advisors to master presentation skills, earn designations
As older advisors retire, firms are placing a new emphasis on recruiting, training young talent
Portfolio manager David Taylor to oversee new Canadian equity and balanced mutual funds