Why wealth management firms should seek partners to win the M&A succession wave
Open this photo in gallery: The winners will not necessarily be the firms with the biggest ambitions. They…
Playing the long game, this advisor turned a summer internship into a book of wealthy clients
Open this photo in gallery: Olivier Brasseur of KHB Capital at CI Assante Wealth Management in Montreal.Supplied In…
It’s time for Canada to develop its own version of the RIA revolution
Open this photo in gallery: Canada’s independent advisory sector is at a pivotal moment. Institutional capital interest is…
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…
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)…
The emotional side of illiquidity and other advice before wading into private markets
Open this photo in gallery: Advisors interested in private markets need to get comfortable with the complex strategies…
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 pricing fits the family tree for some wealth management firms
Open this photo in gallery: A multigenerational model links parents, children and even grandchildren with tiered fees.Екатерина Скворцова/iStockPhoto…