Practice management

How advisors could make clients out of DIY investors

Digital advice can be the bridge wealth firms need to unlock the previously untapped demographic

How advisors could make clients out of DIY investors

Advisors can move the needle on how much clients give charities

80% of Canadians donate leftover money; advisors can help them have more impact with wills and insurance policies

Advisors can move the needle on how much clients give charities

I don't know what impossible is, says Wes Hall

Entrepreneur tells WP about his journey from a tin shack to corporate boards and Dragons' Den, and why he still feels he has nothing to lose

I don't know what impossible is, says Wes Hall

'Teach new talent to be great advisors rather than great salespeople'

VP says industry is changing and firms must train new advisors on how to serve clients rather than simply chasing commissions

'Teach new talent to be great advisors rather than great salespeople'

Why re-energising staff is next big task for advisors

Darren Coleman, of Raymond James, on remote-working fatigue, how the adaptable thrived and why he started a YouTube series – with his dog

Why re-energising staff is next big task for advisors

WP Advisor Connect: What is the future of ESG?

Webinar panel will provide tips on understanding sustainable investing, talking to clients about ESG, and how to align their portfolios

WP Advisor Connect: What is the future of ESG?