Features

Advisors must listen more to women dealing with death or divorce

Finance professionals have to show emotional intelligence to work with clients when they’re at their lowest point, says advisor

Advisors must listen more to women dealing with death or divorce

How asset manager doubled its AUM to $3 billion during pandemic

CEO says business has been built on fundamentals and trying to improve the customer experience

How asset manager doubled its AUM to $3 billion during pandemic

How to redirect your clients' “revenge spending” to align with their values

Canadians have so far saved more than $212 billion in the pandemic, so help them rethink where that can now go

How to redirect your clients' “revenge spending” to align with their values

Learn more about fixed income outlook and challenges

Join WP Advisor Connect's panel event on October 7 for a deep dive into bond market challenges and strategies in a post-pandemic world

Learn more about fixed income outlook and challenges

How advisor is developing hockey player niche

Advisor Adam Henry shares how he’s positioning himself to serve the professional sports crowd

How advisor is developing hockey player niche

Why you should look under the hood of your thematic index

Indxx, which builds custom indexes, urges advisors to study the methodology so you know exactly what you're buying into

Why you should look under the hood of your thematic index