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…
Thalidomide survivors look back at 10 years of a more dignified life
The government announced the support program the following March, and that spring the first cheques arrived: a lump…
Morning Update: Revisiting thalidomide survivors
Good morning. The Globe spoke with thalidomide survivors about how their lives have changed 10 years after a…
Digital artist, 35, feels the ‘guilt of having quietly saved’ more than $1-million with his partner
Open this photo in gallery: iStockPhoto / Getty Images Name, age: Kristjan, 35 Annual income: Earns around $200,000…
Money stress is rising. Here’s how you can gain control
Open this photo in gallery: A recent survey found that money is a top stressor for many Canadians,…
The power of one: A new book shares financial advice for singles
Open this photo in gallery: A new book explores the personal-finance challenges single people often face.baona/iStockPhoto / Getty…
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…
When planning for retirement, don’t neglect physical fitness
Open this photo in gallery: Research shows that physical activity isn’t just about adding years to your life,…
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)…