Features

The future of wealth advisory: new tech and deeper relationships

Owen O'Neill, Partner with PwC Canada Strategy&, explains how banks and advisors are balancing the benefits of technology with the needs of an aging client base

The future of wealth advisory: new tech and deeper relationships

CLG provides tailored loans for expanding independent advisors

Tyler Wilson says Care Lending Group's customized financing is helping to level the playing field with bigger banks in the quest to buy an advisor's book

CLG provides tailored loans for expanding independent advisors

Are feelings the key to connecting with Gen Z clients?

Financial therapist says younger Canadians focusing more on emotional relationships with money

Are feelings the key to connecting with Gen Z clients?

Why BC-based investment firm is raising its AUM ambitions

After nearly doubling assets through tech and people investments, president eyes next leg of growth

Why BC-based investment firm is raising its AUM ambitions

Why family philanthropy isn't just about writing a check

Family office advisor explains friction points in high-net-worth giving, and what holds back intergenerational planning

Why family philanthropy isn't just about writing a check

It’s not timing the market, it’s time IN the market

Patrick Russel of Northcape Capital discusses the long-term opportunities in developing countries

It’s not timing the market, it’s time IN the market