Practice management

Should advisors help clients budget, meal prep, and even plan their grocery trips?

Financial planner outlines her approach, argues that highly detailed budgeting & lifestyle advice can even benefit high earners

Should advisors help clients budget, meal prep, and even plan their grocery trips?

Active managers outperform SPIVA when methodology changes, says IAA-backed study

Research challenges long-held assumptions about active fund underperformance

Active managers outperform SPIVA when methodology changes, says IAA-backed study

Financial stress is burning out doctors, but advisors can help

MD Financial Management advisor explains the stresses physicians face, explains how he helps them navigate

Financial stress is burning out doctors, but advisors can help

Workers still want a human touch in financial advice despite digital surge, UBS finds

Survey shows employees favor advisors for complex decisions even as online tools gain traction

Workers still want a human touch in financial advice despite digital surge, UBS finds

Ontario appeal court upholds Ponzi conviction in $12M investor fraud

The fraudster's challenge to the "fraud on the public" finding fell flat

Ontario appeal court upholds Ponzi conviction in $12M investor fraud

Federal Court shuts down BVI tax escape for Canadian holding company

Anti-deferral rules cannot be made elective, the court warned in this stinging reversal

Federal Court shuts down BVI tax escape for Canadian holding company