Practice management

Your clients might be listening to finfluencers more than they’re listening to you

Advisors face new challenges as clients increasingly follow unregulated online financial advice

Your clients might be listening to finfluencers more than they’re listening to you

Slow is smooth, smooth is fast

Are you or your team working too fast? Making mistakes? Do you have a high paperwork error rate? Here's the fix…

Slow is smooth, smooth is fast

CRA faces mounting pressure as filing errors and duplicate slips disrupt 2025 tax season

False error codes and repeat tax slips in CRA system create confusion ahead of April 30 deadline

CRA faces mounting pressure as filing errors and duplicate slips disrupt 2025 tax season

StatCan releases latest inflation figures

Price of gasoline, decreased travel influence major changes over March

StatCan releases latest inflation figures

New Centurion CEO confident of navigating troubled waters

John McKinlay says residential REITs remain priority amid global market shifts

New Centurion CEO confident of navigating troubled waters

The psychology of retaining clients

The details matter in interpersonal client communication, says Shafik Hirani

The psychology of retaining clients