Advisor reflects on why the industry is ill-defined and outlines its key characteristics
Retired advisor turned author pens three handbooks to help others reduce stress levels and increase productivity
What exactly is a family office? Top advisor explores the lack of a standard definition and what it means for this burgeoning industry in Canada
Gracing the list is not only a recognition of an advisor's work but also a validation of their process
Entries for the industry's most iconic advisor rankings are now open
Financial planning platform is thriving in its advisor-friendly second iteration – and has expanded into America
A total of 23 awards were handed out at yesterday’s virtual event, which celebrated the industry's best in class
Law firm alleges that strategy was too risky for clients’ comfort and lost them about $36 million
Despite damaging sexual harassment allegations, CEO tells WP the brand is strong and Canadians still need the online financial planner
Advisor shares insights on how to better prepare clients of every generation for the end of their professional life
