Summer reading for ambitious advisors
Open this photo in gallery: Some advisors read books to help understand their clients’ approaches to money, while…
CIRO proposals on advisor incorporation receive early mixed reviews
Open this photo in gallery: One expert who is in favour of CIRO’s proposal disagreed with its approach…
As wealth grows, clients want more personal advice. AI can help
Open this photo in gallery: Personalization is especially important as the number of high-net-worth clients grows.Drazen Zigic/iStockPhoto /…
Why advisors keep asking the wrong wealth transfer questions
Open this photo in gallery: For the Gen X client with aging parents, good advice is often about…
How to avoid these retirement income tax traps
Open this photo in gallery: Given the complexity of retirement income, clients can find themselves caught in tax…
After helping advisors with tax and estate solutions for years, Frank Di Pietro wanted a book of his own
Open this photo in gallery: Frank Di Pietro of Investia Financial Services grew tired of the heavy travel…
What young, wealthy investors want from their advisors
Open this photo in gallery: To build trust, young investors expect advisors to safeguard their information, be transparent…
Canada’s emerging asset managers are being squeezed out. That’s a problem for investors
Open this photo in gallery: Independent asset managers have historically played an important role in delivering differentiated strategies…
On the Move: Reid McLaren returns to Canada as relationship manager at Designed Wealth Management
Open this photo in gallery: Reid McLaren (right) with his wife Tyrelle Hunt and their son Callum, on…
This advisor learned the value of being boring after losing out on a speculative stock early in his career
Open this photo in gallery: Harp Sandhu, senior wealth advisor and portfolio manager at Sandhu Wealth of Raymond…
For Canadian wealth management firms, less friction means more competition
Open this photo in gallery: Many operational inefficiencies that once caused headaches for clients have been automated away.ArtistGNDphotography/iStockPhoto…
This advisor wanted to be a pilot before veering into financial services
Open this photo in gallery: Rodney Anton with Evergreen Wealth Management at iA Private Wealth.Supplied In the Behind…