How advisors are investing new client money in an expensive market
Open this photo in gallery: Advisors need to strike a balance between a possible near-term downturn and the…
This advisor’s early-career tax mistake drives her to educate others about money
Open this photo in gallery: Treena Nault, a certified financial planner and owner of Nault Group Private Wealth…
Financial advisors with modest followings quietly take on the finfluencers
Open this photo in gallery: Whether through podcasts, LinkedIn newsletters, Substack essays or simple, unpolished posts, advisors are…
This advisor used a tennis partnership to serve up a book of HENRYs
Open this photo in gallery: Anthony Rasotto, founder of ARC Wealth in Vancouver, has built his practice around…
Retiring in December is easier financially but trickier emotionally
Open this photo in gallery: Retirees who aren’t winter sports enthusiasts may find the shorter, colder days of…
Richardson Wealth deal gives iA Financial the ability to target a broader range of HNW advisors
Open this photo in gallery: iA Private Wealth president and CEO Adam Elliott says his firm has benefited…
New guidelines create process for expedited probate applications in Ontario
Open this photo in gallery: A new estate procedures manual in Ontario outlines how to make the case…
Estate plans are changing along with client ideas about legacy
Open this photo in gallery: Advisors should ask clients what problem they’re trying to solve with gifts.airdone/iStockPhoto /…
How insurers are enriching employee mental health benefits to meet shifting demand
Open this photo in gallery: What once meant a few counselling sessions through an employee assistance program (EAP)…
Why this advisor thinks volatile markets are the best time to evaluate investment portfolios
Open this photo in gallery: Sean Joseph, wealth advisor at CIBC Private Wealth in Oakville, Ont., says advisors…
Software is playing a larger role in financial plans. What does that mean for financial planners?
Open this photo in gallery: Clients are looking for more sophisticated planning software that can manage multiple goals…
Why The Wealthy Barber’s David Chilton says the advice model needs to change
Open this photo in gallery: The Wealthy Barber author David Chilton answers questions about passive investing, estate plans,…