Financial Advice & Planning News & Resources

Setting advisors free? The benefits of outsourcing

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Seniors' delinquencies hint at financial pressures
New numbers point to difficulties faced by ‘the single most indebted generation Canada has ever had’
Where is the AI-advisor crossover point?
President of ATB Wealth gives his verdict on RPA and the technological changes that are impacting the industry - and how you can stay relevant
Allianz makes 'landmark' investment in Wealthsimple
Robo-advisor raises $100 million and plans to use capital to evolve its product suite
How to cater to the new generation of investors
New generations are diverse and need holistic, personalized advice
Behind the narrowing gender investment gap
Three developing tailwinds are helping the fairer sex get a fair shake at investing
Putting a question mark on ESG fund performance
A study challenges the assumptions of long-term outperformance from ESG investments
Horizons ETFs introducing more ways to play pot sector
ETF investors with a high risk tolerance are now able to gain leveraged and inverse exposure to the space
Purpose Investments puts ETF twist on alternative income strategy
The new offering gives investors access to a more obscure market without having to develop deep expertise
Got FOMO? Investors urged to buy the dips
CIO believes bull market is far from done and told those who oversold in December to take advantage of short-term volatility

Business Strategy How to hold walking meetings
(and why)
Business Strategy Your office matters
7 ways to create a happier, more productive workplace
Business Strategy Why successful people don't use to-do lists
It’s a race to the bottom, except there is no bottom.
Business Strategy Why can't we focus anymore?
The truth behind distraction and what can we do about it

Industry news

Provisus Wealth Management Burnout or fade away?

Being a financial advisor is challenging and there are many ways to burnout, especially if you are still in the process of building your support and exit plans

Provisus Wealth Management Ride the rally

The current Canadian stock market rally has reached 16.9% so far this year and it appears to be in good shape to continue roaring right along. Should we be celebrating?

Provisus Wealth Management Understanding the costs of ETFs and PTFs

Most investors know that passive Exchange Traded Funds (ETFs) are low cost investment vehicles, correct? Well, almost right!

Provisus Wealth Management Justify your fees

Fees have become a hot topic with increased transparency and pressure from low-cost digital advice platforms. However some advisors are still not adequately prepared and fear the fee discussion with their clients.

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Wealth Professional 7.05

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