Practice

Technology

Fintech news: Firms partner up to bolster wealth management services

FusionIQ has a new compliance partner, while Croesus works with Mako on KYC

By Jonathan Got |December 15, 2023

2 min read

Technology

How financial advisors should respond to cyberattacks

Knowing the right thing to do in advance will minimize damage

By Jonathan Got |December 13, 2023

4 min read

Technology

Why passphrases aren’t enough to keep clients safe

"There's no replacement for knowing your clients when it comes to protecting them from fraud"

By Jonathan Got |December 11, 2023

3 min read

Planning and Advice

FP Canada announces latest QAFP exam results

The October sitting had 57 candidates

By Staff |November 30, 2023

1 min read

Planning and Advice

What is a safe withdrawal rate in retirement?

Most clients are best served by a variable spending strategy

By Benjamin Felix |November 28, 2023

4 min read

Planning and Advice

A five-step process for building trust

Financial advisors must understand their clients' motivations before shaping their behaviour

By Jonathan Got |November 27, 2023

3 min read

Your Business

Fewer than 1 in 5 U.S. investors use parents’ advisors

Advisors can build intergenerational relationships to retain clients' children

By Jonathan Got |November 14, 2023

1 min read

Your Business

The trouble with client gifts

Meaningful gifts should be of sufficient quality to be valued

By Melissa Shin |November 10, 2023

2 min read

Your Business

When a financial planner’s political post goes viral

In a hypothetical scenario, a planner takes a no-holds-barred approach to social media

By Michelle Schriver |November 9, 2023

5 min read

Your Business

Students get inside look at financial services industry

450,000 students registered for this year's Take Our Kids to Work Day

By Allan Janssen |November 7, 2023

3 min read

← Previous 1 2 3 4 5 6 … 364 Next →