Across Canada, financial advisers often hand clients forms full of fine print, but one in five adults struggles with basic ...

Mr. Naidoo met the seller, who worked for his former employer, on the phone. Cold-calling had worked so well for building his ...

An Orillia-area financial advisor convicted in criminal court of defrauding clients out of $1.8 million has been found liable ...

How can advisors educate investors about using ETFs wisely during times of volatility?

Episode 1.2 of the Canadian Advisor.cast features Simon Chan, founder and CEO of Adapt with Intent and Advisor.ca’s longevity ...

Art and collectibles, or passion assets, invite deeper conversations and a sharper understanding of client priorities.

Financial Conduct Authority data shows financial advisers are charging up to 3%. Here is how you know if you are getting ...

If you count yourself among the fans of Ben Felix’s terrific YouTube channel and Rational Reminder podcast that he co-hosts with Dan Bortolotti and Cameron Passmore, you’re probably aware that the ...

Frisch Financial Group acquired roughly $4 million worth of First Trust Managed Municipal ETF (FMB) during the third quarter.

The family office model is no longer just for the ultra-wealthy. Advisory firms will need to ensure they have the talent and ...

The acquisition of Burt Wealth Advisors is expected to expand Creative Planning’s presence and increase its AUM.