Your Practice

Why asking uncomfortable questions is a ‘professional responsibility’ for advisors

Why supporting clients with digital literacy is needed when changing technology platforms

Encouraging trends in the investment industry’s longstanding gender imbalance

Breaking down what it costs for advisors to deliver results

How to avoid becoming a victim of financial scams

How to clear the fog around financial planning for dementia

Could AI be your personal advisory assistant?

How insurance regulators plan to push through many key reforms

What advisors need to consider when selling a book of business

Why stress testing financial plans goes beyond bracing for market volatility

How to stay on track financially after becoming wealthy early in life

CIRO’s new dual registration process gets thumbs up from dealers, but the industry still awaits final rules

Five ways wealth management firms can tackle an AI-fuelled future

Why wealth managers should focus more on future millionaires to sustain long-term growth

From self-care to charity: What are the best ways to use a tax refund?

Planning for the unpredictable – how to address longevity risk in retirement

Exodus of U.S. investment advisors sparked by mergers and bank turmoil

What to watch out for in virtual meetings with clients as its popularity continues

Wealth managers are taking diverging approaches to succession planning

New investment industry regulator makes progress on removing ‘structural inefficiencies’

How the federal budget affects small business succession plans

How to change the conversation when addressing charitable giving with younger clients

How to guide clients who have suffered through trauma to reach their financial goals

ChatGPT is fun, but is it useful for financial planning?

How to establish an effective strategy to buy a book of business

What to consider before moving somewhere cheaper to retire

Why every advisor and practice needs an emergency plan

Why advisors are going into workplaces to educate employees on financial matters

How advisors can bust their clients’ money myths

Why health care is becoming a growing part of more advisors’ practices

What makes for a comprehensive estate plan?

What Ontario’s self-certified investor pilot program means for advisors and investors

How couples in conflict over financial goals and strategies can find common ground

How couples working together in financial services balance their relationships

What to look out for when considering a layoff compensation package

Five steps to help clients when they lose their job