Practice management

More Canadians are staying single, how can advisors build plans for them?

Despite the industry's focus on families, RBC Wealth Management leader sees between 10 and 20 per cent of plans being drawn up for singles

More Canadians are staying single, how can advisors build plans for them?

The resilient client

How wide is your client influence gap?

The resilient client

How to build a powerful service model

In a roundtable discussion, two prominent advisors reveal what works best for their firms

How to build a powerful service model

It might be tempting to tweak, but you can’t outsmart the market

Volatility and politics might make some clients and advisors want to bow out, but discipline will lead to success

It might be tempting to tweak, but you can’t outsmart the market

Keeping succession in the family

At Trian Private Wealth Counsel succession means bringing the next generation of the family, and the practice, onboard

Keeping succession in the family

Amid tariff chaos, managing emotions is as important as managing wealth

Almost every meeting might start with a bit of ‘Trump-talk’ but its advisors’ job to keep clients focused on the long-term

Amid tariff chaos, managing emotions is as important as managing wealth