What role that doesn’t currently exist in wealth management may we see in the next 10 years?
We asked four professionals
- By: Maddie Johnson
- March 31, 2023 March 29, 2023
- 10:00
We asked four professionals
The demise of the financial advice industry has been predicted frequently over the past quarter century. But you’re still here — and so are we.
Finding opportunities on social media
A hypothetical advisor faces performance pressure
Planning software helps with client engagement
Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities
Amid fraught headlines, here's how financial advisors served clients this week
Why the industry needs more female advisors
Planning helps clients avoid overspending on funerals, burials
Despite economic concerns, respondents didn't speak to a financial professional
My Financial Benchmark and Financial Calculators will be in one hub
Advisors can help clients build confidence and financial well-being
Fewer than one-third of advisors surveyed had a defined marketing strategy
Automating the process of collecting and updating KYC information can provide a significant return
Crypto is too volatile to replace the basic function of money, according to a report
InvestorCOM, a vendor of Mackenzie Investments, had data exposed when hackers targeted a secure file transfer service
Canadian parents value post-secondary learning but face challenges saving for it, poll suggests
Financial advisors aren't often trained to manage people, but it's an important part of running of a practice
Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?
An OSC enforcement action against a former rep has extended an existing suspension
Examining how taxes, expected investment outcomes and utility can affect asset location
Applicants will still be required to submit a comprehensive financial plan and complete a technical exam
Be sensitive to the psychology and life-stage perspective of retirees
Retirees are re-assessing how they deal with financial markets
The process of aging can take its toll