Practice

Your Business

How to improve your out-of-office messages

The point of a vacation auto-reply is to let the receiver know exactly how to proceed in your absence

By Todd Humber | August 14, 2023

4 min read

Your Business

Are high rates affecting the market for books of business?

Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice

By Todd Humber | August 9, 2023

4 min read

Your Business

Tips for leading an advisory team

Leaders need to build a sense of community on their teams and ensure members feel valued

By Todd Humber | August 3, 2023

3 min read

Your Business

Break the bias: improve how you work with women clients

Wednesday, March 9, 2022 at 1:00 pm ET

Thanks to longstanding and deep-seated stereotypes, women clients are often thought of as lesser investors than their male counterparts, despite research demonstrating otherwise.

When (you’re told) a new client wants a complicated investment strategy

Inheriting a client doesn’t mean cutting corners with KYC

By Michelle Schriver | July 19, 2023

4 min read

Your Business

The secret to hiring summer students

Setting expectations early, assigning specific projects and building in time for fun will lead to a successful experience

By Melissa Shin | July 11, 2023

5 min read

Industry

Almost half of Canadian investors plan to switch advisors: survey

After a volatile year in markets, more clients say they're willing to work with multiple providers

By Maddie Johnson | July 6, 2023

2 min read

Planning and Advice

Canadians’ confidence in ability to retire on time plummets: Report

A new survey shows Canadians anticipate working an average of six years longer than they would like

By Staff | June 26, 2023

2 min read

Technology

Fintech in focus: PureFacts Financial Solutions Inc.

Firm uses AI to select products and identify clients at risk of leaving

By Greg Meckbach | June 21, 2023

3 min read

Planning and Advice

How to conduct a great job interview

Tips for identifying the right assistant or associate

By Todd Humber | June 9, 2023

3 min read

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