News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
Inheriting a client doesn’t mean cutting corners with KYC
By Michelle Schriver |July 19, 2023
4 min read
A new survey shows Canadians anticipate working an average of six years longer than they would like
By Staff |June 26, 2023
2 min read
Tips for identifying the right assistant or associate
By Todd Humber |June 9, 2023
3 min read
There’s more to ESG discussions than asking investors what they want to avoid
By Greg Meckbach |June 8, 2023
Canadian parents value post-secondary learning but face challenges saving for it, poll suggests
By Staff |June 6, 2023
1 min read
Financial advisors aren't often trained to manage people, but it's an important part of running of a practice
By Melissa Shin |June 6, 2023
Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?
By Melissa Shin |May 29, 2023
A new paper on finfluencers examines the "wisdom of the anti-skilled crowd"
By Mark Burgess |May 9, 2023
Lack of personalized advice created a void filled by negative returns, the latest survey says
By Staff |May 2, 2023
Financial planners must consider the complexity of client circumstances, according to research from FP Canada's foundation
By Allan Janssen |April 26, 2023
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