Grant White

Why our industry is failing the next generation of advisors

Current failure rate is unacceptable and that’s on all of us, says portfolio manager

5-Star Advisors and Top Teams 2021

After surveying more than 1,700 advisors and wealth professionals, we salute the standout individuals and 15 firms that have excelled

How do you plan to lead your team out of the pandemic?

Now is the time to start looking at what the next phase looks like, says advisor

Five ways advisors can thrive in the new era

Our industry has been slow to adapt, which presents professionals with the opportunity to not just survive but thrive

Are you a service provider or an experience company?

Advisor explains the risks of being commoditized, and why investing time and money into the client experience pays off

Canadian silver miner shines as Reddit users act again

Silver prices soared Monday boosting a small Canadian firm’s stock by 139%

Retail investors will get 'hurt the most' over GameStop saga

Drama shows no sign of easing but advisor says it's the everyday investor he fears for

How the tech sector led the recovery

Year in Review: as the economy started to rebuild after the initial shock of COVID-19, the usual suspects in the tech industry were the ones pulling it along

What are your clients paying for?

Advisors need to start charging appropriately for different service offerings, argues portfolio manager

How advisors can harness the 'power of moments'

How are you going to set yourself apart in a meaningful way that matters to the families you want to work with?