John Poyser, partner, Tradition Law LLP, Estates and Trusts, explains four steps you must take to protect your client and your practice if you suspect…
Set up a system to monitor what information is being posted and shared about you online, so that you’re prepared for what your prospects might…
Moira Somers, a clinical neuropsychologist, professor, financial recovery expert based in Winnipeg, explains practical techniques for bringing clients back to their best and clearest thinking.…
Darren Coleman, senior vice president and portfolio manager at Coleman Wealth/ Raymond James, the challenges of investing in retirement and the need for clients to…
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that research from Adam Grant, Wharton’s top-rated faculty member, shows that an “abundance mentality”…
Know how to handle the unique circumstances facing the various types of older clients who are still capable of making decisions but prefer help
Scott Stratten, president, UnMarketing, discusses why social media is not good for sales and marketing — and that click-through rates for social media are lower…
Try not to talk too much, ask clients what they would like to know and say things in a way that’s easy for clients to…
Jim Ruta, president, AdvisorCraft Media and Consulting, explains his view that life insurance is a distinct product offering that is already heavily regulated, and therefore…
Part three of a Canadian equity roundtable
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to organize your workday to maximize your productivity.
Determining how much is enough, how much is too much, and how fast to spend it in retirement
It takes U.S. firms four years to recoup their client acquisition costs
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
Building Resilient Portfolios for a New Era
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds