News and resources for Canada's top financial advisors
Est. 1998
Industry
Report finds the technology is being used to segment clients and generate insights
By James Langton |October 10, 2023
2 min read
Clients satisfied with advisors, despite fewer fee and suitability discussions
By Michelle Schriver |October 5, 2023
With a new approach to monitoring, advisors can deepen connections and help clients set and achieve new goals
By Maddie Johnson |September 29, 2023
3 min read
FSRA's fee rule for credentialing bodies exempts CIRO from full costs
By Michelle Schriver |September 26, 2023
Technology
Committing to a platform and showing your personality can help with prospecting
By Mark Burgess |September 22, 2023
There's more than one approach to advisor succession
By Mark Burgess |September 21, 2023
Despite concerns about saving, only 13% of respondents recently consulted an advisor
By Staff |September 19, 2023
1 min read
Your Business
Opinion: Here are three ideas to promote evidence-based practices
By John De Goey |September 19, 2023
Led by David Turnbull, new service to provide transaction-based consulting services for mid-sized companies
By Allan Janssen |September 15, 2023
Planning and Advice
In a hypothetical scenario, a client and power of attorney are at odds
By Michelle Schriver |September 13, 2023
6 min read
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