White papers

From Data to Growth: Unlock Your Advisory Firm's Potential with CRM and AI

Gain control of client data, compliance, and growth—efficiently, in one place

From Data to Growth: Unlock Your Advisory Firm's Potential with CRM and AI

Marvelous mid-caps a large-cap's best friend

See how mid-caps can help address some of the challenges currently facing US large-caps. Explore ideas to help investors introduce mid-caps to growth portfolios.

Marvelous mid-caps a large-cap's best friend

[Free Guide] Attract and Nurture Leads with Advisor Marketing Automation

Stop chasing leads—learn how to attract them instead.

[Free Guide] Attract and Nurture Leads with Advisor Marketing Automation

Navigating Opportunities with Optimism

Discover actionable strategies to lead your clients toward growth and stability amidst market uncertainty

Navigating Opportunities with Optimism

How to Maximize the Value of Your Practice

Thinking of selling your practice? Discover how to secure your succession with The Wealth Planning Group

How to Maximize the Value of Your Practice

Why Canadian Advisors Need Proper Tools and Research

The advisory practice in Canada is going through a major shift from the great wealth transfer, robo-advice & DIY investors to the inevitability of open banking pushing advisors to demonstrate value. Understand these changes better and learn about tools and research to help you adapt.

Why Canadian Advisors Need Proper Tools and Research