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

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.

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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

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