Client engagement

AI tools for financial advisors are already here

From meeting prep to constructing financial plans, here's how advisors are making use of new tech

By Mark Burgess |September 28, 2023

5 min read

So you want to start a podcast

Two portfolio managers explain why their podcast has run successfully for more than five years

By Melissa Shin |September 25, 2023

3 min read

Back-to-school means RESP withdrawal time

Experts highlight considerations such as portfolio risk level, limits on EAPs

By Craig Wong, The Canadian Press |August 17, 2023

4 min read

Survey shows employers, workers might be aligning on hybrid work

Companies have now spent years ensuring employees can complete their duties both in-office and remotely

By Sammy Hudes, The Canadian Press |August 14, 2023

2 min read