News and resources for Canada's top financial advisors
Est. 1998
Your Business
Open line of communication with staff could prevent issues down the line
By Noushin Ziafati |April 22, 2024
4 min read
Planning and Advice
Industry interests preclude compensation changes, so advisors must take a stand and commit to doing what’s right
By John De Goey |April 18, 2024
3 min read
In this new column, we look at how two professionals benefit from working together — and what you can learn
By Melissa Shin |April 9, 2024
6 min read
Research and a case study help clear the misconceptions
By Ben Felix and Aravind Sithamparapillai |March 20, 2024
5 min read
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
If clients balk when they get a bill for financial planning, these methods can help overcome their objections
By Allan Janssen |March 12, 2024
Industry News
Allyship can involve creating opportunities and sharing the accomplishments of others
By Melissa Shin |March 7, 2024
Technology
"No great blueprint" to manage multiple claims in different provinces, lawyer says
By Michelle Schriver |March 5, 2024
Active listening and asking the right questions are key to checking on clients' sense of well-being
By Jonathan Got |February 28, 2024
The time commitment varies but does not have to be onerous
By Allan Janssen |February 26, 2024
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