Echelon head of wealth management on how painful personal experience has informed his professional approach to issue
Manulife senior manager on maintaining the next generation of clients as baby boomers prepare to pass down savings
Matchmaking site for advisors and clients will launch in January, targeting the next generation of finance professionals
Canadian independent expands global footprint with move for wealth management company that has $12.6 billion AUA
FP Canada on why changes were necessary and smart advisors must embrace a holistic client approach
Canadian tennis star saw her earning power change overnight, so how should she approach this sudden windfall?
Firm's CAO Stuart Raftus tells WP about strategy to expand its high-end offering across Canada
Fund opens door to two asset classes with stable and predictable cash flows and opportunities for growth
Pets form emotional part of people's lives and having an executor to step in can provide peace of mind
Practice management expert says wealth professionals have to embrace the 'third dimension'
Being a great and effective leader is one of the hardest challenges to achieve in the world. How do we ensure that our leadership teams are set up for success?