Practice management

What makes a client event successful?

Tina Tehranchian shares her approach while a US-based founder says there’s room for new approaches

What makes a client event successful?

Lululemon founder's divorce raises prenup question for clients

Chip Wilson's no-prenup divorce puts business continuity in focus as advisors share how to raise postnups with founder clients

Lululemon founder's divorce raises prenup question for clients

Fintech threat grows as younger Canadians weigh leaving big banks

Overall retail banking satisfaction rose 3 points in 2026, but Gen Z and Gen Y switching intentions hit a five-year high

Fintech threat grows as younger Canadians weigh leaving big banks

Sun Life research reveals clients want integrated health and wealth advice

Canadians increasingly see their health and finances as intertwined, but lack the plans and professional support to act on that understanding

Sun Life research reveals clients want integrated health and wealth advice

Ultra wealthy giving surges globally as Canadian advisors eye philanthropy opportunity

A new Altrata report shows UHNW donations are up almost 32 per cent since 2022, led by North Americans

Ultra wealthy giving surges globally as Canadian advisors eye philanthropy opportunity

More than four in 10 older investors want no part of AI in their advice: poll

The age gap runs nearly three to one, with younger investors far more comfortable letting AI assist

More than four in 10 older investors want no part of AI in their advice: poll