Practice

When clients ignore your out-of-office message

Many advisors leave detailed out-of-office instructions for their clients. That’s not to say clients are following them

By Allan Janssen |March 15, 2024

4 min read

How to handle clients’ sticker shock

If clients balk when they get a bill for financial planning, these methods can help overcome their objections

By Allan Janssen |March 12, 2024

4 min read

How to be an ally

Allyship can involve creating opportunities and sharing the accomplishments of others

By Melissa Shin |March 7, 2024

3 min read

What’s next for proposed class actions arising from last year’s data breach?

"No great blueprint" to manage multiple claims in different provinces, lawyer says

By Michelle Schriver |March 5, 2024

4 min read