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Success with succession more likely with team approach

A financial advisory team in Oakville, Ont. has found that both clients and the bottom line can benefit when advisors work in tandem

confusing array of advisor titles

Truth in labelling comes for Ontario advisors

As the province adjusts to titles regulation, we look at Quebec’s experience

mom and two daughters

Investor’s inheritance, ESG concerns prompt her to switch advisors

Help this client factor in ESG investing and plan for the future

Acting as attorney for property when your client is family

Best practice calls for separate roles

personality test

Why wealth managers are assessing clients’ personalities

In a more competitive market, insight into a client’s thinking can provide an edge

global political risk

How should a region’s political climate factor into investment decisions?

We asked three experts

Darby Lee Young

Client Confidential: Darby Lee Young

Level Playing Field founder discusses investing and accessibility

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Millennials working with financial advisors more than robos: report

A global study found 40% of millennials are turning to advisors while only 7% use automated advice

How advisors can incorporate sustainable investing

Investors are increasingly interested in the non-financial impacts of their portfolios

portfolio construction chart

How do you use ETFs in client portfolios?

We asked three advisors

financial report graph

Total cost reporting is coming

Five years into CRM2, the cracks are showing

Chenny Xia

Client Confidential: Chenny Xia

An entrepreneur's complicated relationship with money

recruitment

The financial industry wants you — to mentor

The advice channel’s survival depends on seasoned veterans who are willing to impart knowledge

financial exploitation

When a client request raises red flags

Thorough KYC lays the groundwork for advisory action

group of women

Empathy with clients led to more pandemic stress for female advisors: study

A high degree of empathy can also lead to burnout, the paper said

Financial Advisor Assisting Senior Couple

Tips for surviving next year’s RRSP season

If you've been overwhelmed over the past month, two financial advisors offer ideas for improving your experience in 2023

young couple meeting with advisor

RRSP season offers opportunity to fill client knowledge gaps

Retirement topics to discuss include taxes, insurance, income, IG poll suggests

  • By: Staff
  • February 10, 2022 February 10, 2022
  • 14:47
Small white piggy bank sitting on a layer of Canadian twenties bills with a dollar coin (loonie) dropping inside.

Cash flow and emergency funds a vital part of financial planning

Clients are worried about not meeting their retirement goals, but a cushion can provide comfort

man using laptop

DIY investor’s windfall requires unique advice

How do you convince a successful gambler and Bitcoin investor that he needs an advisor?

Ron Derrickson

Client Confidential: Ronald Derrickson

An entrepreneur shares how he built his wealth

working from home

Efficient work isn’t always the most effective

Building trust remotely is still a challenge

comparing wealth

Wealth, risk – it’s all about perception

How clients perceive their wealth relative to others affects their risk tolerance

International business network with connected lines, worldwide communication for internet of things, finance, trading, blockchain and web technologies, concept wit businessman using tablet computer (International business network with connected lines,

Which tech tool has been the biggest lifesaver for your business?

We asked three advisors

people talking

What’s new in wealth tech?

Fintech partners are helping advisors manage investments, planning and compliance

job recruitment

Pandemic accelerates wealth management industry’s “war for talent”

Employees everywhere are rethinking work. Advisors are no exception.