Practice management

Do clients understand full-cost reporting?

PMAC backs transparency but wants to ensure advisors can explain this to investors

Do clients understand full-cost reporting?

What is the best workplace model for a post-pandemic world?

Working from anywhere, fully on-site — or somewhere in between

What is the best workplace model for a post-pandemic world?

Why wellness doesn't always work

Lots of money spent but poor mental health continues to plague workers

Why wellness doesn't always work

Advisor recommends three ways to help young clients make ends meet

Financial advisors and planning professionals could be crucial in building better habits

Advisor recommends three ways to help young clients make ends meet

How to help your clients pre-plan to address their digital assets

Most Canadians have 150 online accounts. Will their treasures be lost when they die?

How to help your clients pre-plan to address their digital assets

‘We need balance, so we don’t drive solid people out of the industry,’ says advisor

Province's proposed changes could aid clients, but impact on advisors must be handled with care

‘We need balance, so we don’t drive solid people out of the industry,’ says advisor