“That’s where advisors can show their true value, especially when it comes to holistic financial planning.” Here’s how to become the natural choice for a client: Invest in a team.

For example, according to ZipRecruiter, senior financial advisors based in Berkeley, California typically earn $162,261 on average, nearly 30% above the national average pay. The difference in pay ...

But Laurie Bonten, senior investment advisor with Wellington-Altus Private Wealth Inc. in Winnipeg, disagrees. “For most cases, the highest-growth investments, an example might be stocks, should ...

The 5-Star Advisory Teams list, published annually, recognises firms that exceed basic portfolio management by offering ...

With their wealth on the line and deep bonds formed, many Canadians who work with a financial advisor are concerned about their advisor’s retirement plans, according to new research commissioned by ...

“As advisors, we’ve had to evolve to meet changing client expectations. The strategies that have driven success in the U.S. — enhanced financial planning, efficient team structures and a strong brand ...

Allan Small, senior investment advisor of the Allan Small Investment Group with iA Private Wealth, discusses the turbulent effect of the U.S. tariffs on the global markets and what trends in ...

According to the latest Investor Index from the Canadian Securities Administrators (CSA), 61 per cent of Canadian investors ...

At its start, Wellington-Altus had $2.5 billion in assets under management (AUM), 46 employees, of which 14 were investment advisors, and offices in five cities. Today, the firm has more than $7 ...

Lairar was an investment representative with Merrill Lynch & Co. from 1996 to 1999, and an investment advisor with BMO Nesbitt Burns Inc. from 2000 to 2012, before moving to her current position with ...