Top 5 practice management articles from 2019

By Staff | December 23, 2019 | Last updated on December 23, 2019
1 min read
Advisor meeting with clients

To no one’s surprise, 2019 was another year of dramatic change in the wealth management industry. New platforms and products continue to affect the way advice is delivered, and how advisors are paid.

Our most-read articles on planning and practice management covered tech trends, fees versus commissions when selling your book, and ways to serve clients. Read them below.

5. Sizing up the competition in wealth management

4. Bringing financial planning to the masses

3. Presenting an impactful financial plan

2. Should you switch to fee-based before retiring?

1. Canadians want a lifetime income. Why aren’t advisors talking about it? staff


The staff of have been covering news for financial advisors since 1998.