Your Business

How to improve your out-of-office messages

The point of a vacation auto-reply is to let the receiver know exactly how to proceed in your absence

By Todd Humber |August 14, 2023

4 min read

Your Business

Are high rates affecting the market for books of business?

Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice

By Todd Humber |August 9, 2023

4 min read

Your Business

Tips for leading an advisory team

Leaders need to build a sense of community on their teams and ensure members feel valued

By Todd Humber |August 3, 2023

3 min read

Your Business

Break the bias: improve how you work with women clients

Wednesday, March 9, 2022 at 1:00 PM ET

Thanks to longstanding and deep-seated stereotypes, women clients are often thought of as lesser investors than their male counterparts, despite research demonstrating otherwise.

The secret to hiring summer students

Setting expectations early, assigning specific projects and building in time for fun will lead to a successful experience

By Melissa Shin |July 11, 2023

5 min read

Industry

Almost half of Canadian investors plan to switch advisors: survey

After a volatile year in markets, more clients say they're willing to work with multiple providers

By Maddie Johnson |July 6, 2023

2 min read

Industry

Halfway through an SRO ban, ex-rep agrees to new suspension

An OSC enforcement action against a former rep has extended an existing suspension

By James Langton |February 9, 2021

1 min read

Your Business

CE Course: Optimal asset location

Examining how taxes, expected investment outcomes and utility can affect asset location

By Benjamin Felix |October 15, 2020

15 min read

Your Business

CFAs can fast-track to planner designation under new IAFP program

Applicants will still be required to submit a comprehensive financial plan and complete a technical exam

By Staff |October 5, 2020

1 min read

Your Business

CE Course: Dollar-cost averaging vs lump sum investing

Examining which investment method produces better returns

By Benjamin Felix |August 25, 2020

15 min read

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