Why purpose can matter more than performance in building portfolios
Open this photo in gallery: Constructing portfolios around goals, not just market winners, is part of a holistic…
Seniors are being auto-enrolled for OAS even after asking to defer
Open this photo in gallery: In 2013, Service Canada began auto-enrolling Canadians for OAS, sending out a notification…
Turning innovation into value is the next tech challenge for wealth managers
Open this photo in gallery: For advisors, the opportunity is not necessarily about using AI to transform every…
How much exercise is safe during pregnancy?
Research from the University of Alberta is helping to shift the narrative on pregnancy and exercise. Studies show…
How to get the asset allocation mix right in modern portfolios
Open this photo in gallery: Advisors have increasing options to piece together a portfolio mix that balances growth,…
On the Move: Nicola adds family office lead; St. Jacobs-based practice moves to PWL
Open this photo in gallery: In Nicola Wealth’s Calgary office, Chris Gandhu joins Cassandra Cross, who has been…
The loving commitment and financial pain of caregiving
Open this photo in gallery: According to an Edward Jones Canada survey, 92 per cent of caregivers are…
This portfolio manager knew he wanted to be an advisor when he was a teenager
Open this photo in gallery: “I don’t think this is typical of most financial advisors, but I knew…
How longevity is rewriting retirement plans
Open this photo in gallery: From changing lifestyles to future health care needs, increasing longevity requires a new…
As tariffs hit art, Indigenous artists face frustrating roadblocks and a sputtering art market
Open this photo in gallery: Cree-Métis artist Jason Baerg and their husband and collaborator, Antonio Rodriguez Garcia, pose…
How to grow a great idea
Stop us if you’ve heard this bellyache before: Canada excels at coming up with great ideas but sucks…
Six ways to keep the momentum going in your practice
Open this photo in gallery: Advisors should find common ground with prospects before contacting them.filadendron/iStockPhoto / Getty Images…