The Whiteboard: goal-setting goes beyond AUM and January is the perfect time to set out expectations for your practice
The Whiteboard: Big Tech is coming for your clients, so how can an advisor ensure they stay ahead of the curve?
A daily roundup of WP’s top news and analysis
The Whiteboard: portfolio manager on why some advisors struggle to build a strong team and the model that’s worked for him
The past week's top news and analysis from WP
Portfolio manager says aligning a portfolio based on values no longer means sacrificing returns
Editor's Blog: why Bank of Canada may not be able to lean on domestic stability for too much longer
Investment advisor anticipates interest rate call from Poloz and the Fed, and warns that the situation needs managing
Advisor explains how this can help firm design the best customised portfolios and financial plans
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Portfolio manager dismayed by what he sees as a lack of planning and suitable cash flow management
