The two organizations have launched a series of four videos on both their websites that advisors could use to educate their clients
Technology could be used to prospect for clients and provide basic advice while advisors could step in and provide a greater holistic picture to clients
In addition to welcoming four new directors, the organization has elected Eric Léveillé, most recently vice chairman and treasurer, as its new chairman
Marian Lawson and Steve Banquier were presented with WCM Awards for Leadership while Eilen Jurczak was given the WCM Rising Star Award
One portfolio provides an actively managed mix of domestic and foreign fixed-income while the other fund provides steady income from Canada government bonds
The new conservative and balanced portfolios aim to provide protection from market volatility and long-term capital appreciation
Discussion on fintech can no longer revolve around making a choice between digital tools and the relationships that firms and advisors have with clients
Although the provinces have not moved yet on the effort to see the creation of an SRO for advisors, clients could help tip the scale in that direction, experts say
Going to a fee-based structure has contributed to positive growth in AUM and revenue for advisors as well as increased clients’ satisfaction and trust in these advisors
But while some may benefit from professional financial guidance, 26% are unsure of where to turn to get professional financial advice