Your Business

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.

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

Tips for leading an advisory team

Break the bias: improve how you work with women clients

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The secret to hiring summer students

Almost half of Canadian investors plan to switch advisors: survey

Halfway through an SRO ban, ex-rep agrees to new suspension

CE Course: Optimal asset location

CFAs can fast-track to planner designation under new IAFP program

CE Course: Dollar-cost averaging vs lump sum investing

IIROC’s revised CE rules to take effect Jan. 1

FP Canada Institute launches education programs