Christopher Dewdney

Fintellect initiative enters phase two

FP Canada and the Institute's Fintellect initiative focuses on tech's role in financial planning

Get to know Ontario's top advisors in 2023

Discover what makes a successful financial advisor in the province

Revealed: Wealth Professional’s 2023 5-Star Advisors for Ontario

Canada's most populous province shines with 32 pre-eminent advisors raising the bar

Financial planning and ChatGPT: blue ocean or uncharted waters?

Fintellect Task Force head unpacks potential risks and future wins – for both advisors and clients – from evolutionary AI technology

Tough questions ahead in financial planning industry's tech journey

Fintellect Task Force members lay out scale of wealth technology opportunity, challenges for advisors

FP Canada and IQPF to explore tech’s impact on financial planning

Joint initiative will investigate emerging technologies' potential to elevate planning practice and accessibility to Canadians

‘We can’t take our foot off the gas,’ says veteran advisor

From diversity, impending recession, and client hand-holding – advisors are still looking for direction

Tackling racism starts at the top, says advisor

In part one of our new three-part series, advisor tells WP of the hypocrisy and lack of representation within the wealth industry

Is gold set for a renaissance?

Advisor believes it could be set for a re-emergence as investors weigh up safe havens

'Issues' at Apple but investors should stay pat

Advisor warns against knee-jerk reactions but said trade tensions are having real effect