Todd Humber

Todd Humber is an award-winning journalist who has reported on workplace, HR, employment, legal and occupational safety issues for more than 20 years.

Planning and Advice

What to do when a client leaves

Finding the reason can help an advisor improve their practice

By Todd Humber |October 6, 2023

1 min read

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

1 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

1 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

1 min read

Planning and Advice

How to conduct a great job interview

Tips for identifying the right assistant or associate

By Todd Humber |June 9, 2023

1 min read

Industry

Paid parental leave could bolster advisor retention and client relationships

Nearly two dozen financial institutions, including several advisory firms, have signed Women in Capital Markets' parental leave pledge

By Todd Humber |May 3, 2023

1 min read

Planning and Advice

They’re coming: How to fit gen Z advisors into your practice

This generation brings a different approach to work

By Todd Humber |November 30, 2022

1 min read

Industry

So, you want to be an independent advisor?

Tips from those who made the transition

By Todd Humber |November 16, 2022

1 min read

Industry

Advisor recruitment evolves to suit client needs

More firms are also emphasizing training

By Todd Humber |October 21, 2022

1 min read

Industry

Recruiting, retaining assistants isn’t getting any easier

Tips for filling an evolving role

By Todd Humber |October 12, 2022

1 min read

Industry

The grids are alright

Advisor pay remains stable, but variable compensation is changing

By Todd Humber |September 30, 2022

1 min read

Planning and Advice

Dealing with ‘quiet quitting’ as a financial advisor

If one of your support staff is not performing to their usual level, it’s worth a conversation

By Todd Humber |September 12, 2022

1 min read

Industry

How not to end an advisor partnership

A dispute among high-performing financial advisors demonstrates the importance of a clear departure agreement

By Todd Humber |September 2, 2022

1 min read

More Columnists

Ben Felix

Planning and Advice

What is a safe withdrawal rate in retirement?

November 28, 2023|4 min read

Coreen Sol

Unravelling confirmation bias

December 15, 2023|2 min read

Why less is more when it comes to investment decisions

October 25, 2023|3 min read

Sam Sivarajan

Planning and Advice

Understanding clients means helping them feel in control

December 20, 2023|3 min read

How our five brains affect financial advice

October 23, 2023|3 min read

Catherine Hung

Tax & Estate

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Matt Trotta

Tax & Estate

RRSPs and estate administration

November 15, 2023|6 min read

RESPs and blended families

August 30, 2023|5 min read

Mark Rosen

Investments

Advisors should be wary of conflicts when reviewing stock ratings

December 15, 2023|3 min read

Some energy firms are quietly separating their ESG businesses

September 15, 2023|3 min read