Practice

Opinion: Financial advisors require a Hippocratic Oath

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

Partnering like a pro

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

Should business owners avoid CPP by paying themselves dividends?

Research and a case study help clear the misconceptions

By Ben Felix  and  Aravind Sithamparapillai |March 20, 2024

5 min read

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