News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
Active listening and putting returns in historical context can be effective communication strategies
By Daniel Calabretta |June 6, 2022
3 min read
Advisor's Edge
Five years into CRM2, the cracks are showing
By Mark Burgess |March 14, 2022
7 min read
Advisors share how they respond to unusual email
By Michelle Schriver |November 2, 2021
We asked three advisors
By Allan Janssen |October 4, 2021
2 min read
Editorial: Financial firms still have work to do in acknowledging their role in systemic racism
By Melissa Shin |May 11, 2021
4 min read
Market Insights
A CRTC ruling and a merger of heavyweights leaves investors with much to ponder
By Mark Burgess |April 28, 2021
Too often, financial planning is viewed only as a math problem
By Susan Goldberg |October 30, 2020
6 min read
Tips for building emotional intelligence
By Rick Goossen |July 30, 2020
You can also boost your services through customization and family referrals, a survey finds
By Staff |July 29, 2020
With regulatory changes and fee compression, advisors must get creative to profitably serve clients with fewer assets
By Mark Burgess |June 12, 2020
10 min read
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