Business strategy

  • Reinvention in retirement

    Darrin Shannon knows all about the ups and downs of moving into retirement. After an injury cut his career on the ice short, the former NHL star moved into delivering game-changing financial advice

  • Working with millennials

    Millennials’ investment strategies are different from their parents’ – so why are you treating them the same? Rosemary Horwood shares her tips and tricks for working with this elusive demographic

  • Fighting the good fight

    He may not be a war hero like his father, but former Advocis chair Roger McMillan has won plenty of battles

  • Sustainability and engagement: The key to survival

    A new paradigm is emerging surrounding how a business should respect the stakeholders that are essential to its long-term prosperity

  • Investing with a conscience

    One Canadian firm is responding to millennial desires with a socially responsible portfolio

  • All signs point to India

    Emerging markets are offering savvy investors a host of opportunities, and one country is leading the way

  • Why fearlessness often leads to failure

    In this extract from their book Selfish, Scared & Stupid, Dan Gregory and Kieran Flanagan reveal how being fearless – while idealized to a great extent – can lead to sloppy mistakes and poor decisions

  • Will everyone go robo?

    Robo-advice has become the elephant in the room for the financial sector – but the bigger it gets, the harder it will be for advisors to ignore

  • Four keys to successful negotiation

    Negotiation is an essential part of daily life and crucial to a successful business

  • The other side of succession

    Buying a practice can be a frightening prospect for a young advisor, but it can – and should – be done, writes Meagan Balaneski