News and resources for Canada's top financial advisors
Est. 1998
Industry
There's more than one approach to advisor succession
By Mark Burgess |September 21, 2023
3 min read
Rep sought to bring funds she managed for clients to new business
By James Langton |January 18, 2023
Availability of capital is influencing acquisitions
By Michelle Schriver |November 14, 2022
2 min read
Advisor's Edge
There are ethical and practical considerations when selling your book
By Michelle Schriver |November 7, 2022
4 min read
A dispute among high-performing financial advisors demonstrates the importance of a clear departure agreement
By Todd Humber |September 2, 2022
Some advisors take on too many clients outside their core market, warns Cerulli Associates
By Staff |March 16, 2022
Clients who run out of money in retirement could bring negligence claims against too-conservative advisors
By Michael McKiernan |November 2, 2021
7 min read
A session at the IFB Spring Virtual Summit offered insights for advisors
By Michelle Schriver |May 5, 2021
Are your clients invested too much in Canada?
By Al and Mark Rosen |March 12, 2021
Even the best financial advice must contend with other sources of information
By Maddie Johnson |February 5, 2021
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