Grant White

Advisors, what are your targets for growth this year?

The Whiteboard: goal-setting goes beyond AUM and January is the perfect time to set out expectations for your practice

Are you ready for Amazon?

The Whiteboard: Big Tech is coming for your clients, so how can an advisor ensure they stay ahead of the curve?

The day that was

A daily roundup of WP’s top news and analysis

How to build the advisory team of the future

The Whiteboard: portfolio manager on why some advisors struggle to build a strong team and the model that’s worked for him

The week that was December 2-6

The past week's top news and analysis from WP

Why NBA and climate change prove clients care about ESG

Portfolio manager says aligning a portfolio based on values no longer means sacrificing returns

Stephen Poloz stands firm but clouds are approaching

Editor's Blog: why Bank of Canada may not be able to lean on domestic stability for too much longer

'Bank of Canada must keep country competitive'

Investment advisor anticipates interest rate call from Poloz and the Fed, and warns that the situation needs managing

How to understand clients? Hire a psychologist

Advisor explains how this can help firm design the best customised portfolios and financial plans

'Advisors not building up enough protection for clients'

Portfolio manager dismayed by what he sees as a lack of planning and suitable cash flow management