News and resources for Canada's top financial advisors
Est. 1998
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
Finding the reason can help an advisor improve their practice
By Todd Humber |October 6, 2023
1 min read
Your Business
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
Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice
By Todd Humber |August 9, 2023
Leaders need to build a sense of community on their teams and ensure members feel valued
By Todd Humber |August 3, 2023
Tips for identifying the right assistant or associate
By Todd Humber |June 9, 2023
Industry
Nearly two dozen financial institutions, including several advisory firms, have signed Women in Capital Markets' parental leave pledge
By Todd Humber |May 3, 2023
This generation brings a different approach to work
By Todd Humber |November 30, 2022
Tips from those who made the transition
By Todd Humber |November 16, 2022
More firms are also emphasizing training
By Todd Humber |October 21, 2022
Tips for filling an evolving role
By Todd Humber |October 12, 2022
Advisor pay remains stable, but variable compensation is changing
By Todd Humber |September 30, 2022
If one of your support staff is not performing to their usual level, it’s worth a conversation
By Todd Humber |September 12, 2022
A dispute among high-performing financial advisors demonstrates the importance of a clear departure agreement
By Todd Humber |September 2, 2022
November 28, 2023|4 min read
December 15, 2023|2 min read
October 25, 2023|3 min read
December 20, 2023|3 min read
October 23, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
Investments
December 15, 2023|3 min read
September 15, 2023|3 min read
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