Practice management

What are your wealthiest clients spending their money on these days?

New report shines a light on the global luxury spending trends

What are your wealthiest clients spending their money on these days?

What can advisors learn from Wealthsimple's new partnership at Billy Bishop? 

Firm's marketing director tells WP that partnerships are about earning a place in a client's day, not interrupting it

What can advisors learn from Wealthsimple's new partnership at Billy Bishop? 

How advisors can operationalize behavioural risk management

Corbin Footitt of Verecan Capital Management argues behavioural risk management must be embedded in every client touchpoint, not just crisis moments

How advisors can operationalize behavioural risk management

Market outperformance won’t earn your fee, says this advisor

Scott Starratt says that investment alpha has been commoditized, premium service requires a greater emphasis on quality of experience

Market outperformance won’t earn your fee, says this advisor

US worker wellbeing hits two-year low as financial stress proves hardest to shake

Survey of nearly 4,000 US employees reveals deepening gaps in engagement and burnout by role level

US worker wellbeing hits two-year low as financial stress proves hardest to shake

Will advisors be forced to focus on wealthier clients as mass affluent turn to AI?

McKinsey executive argues AI could deliver sophisticated guidance to mass affluent investors, while Allianz leader warns of “AI socialism” from over-use of the same LLMs

Will advisors be forced to focus on wealthier clients as mass affluent turn to AI?