Practice management

Launching in U.S. is the 'obvious next step' for Planswell

Financial planning platform is thriving in its advisor-friendly second iteration – and has expanded into America

Launching in U.S. is the 'obvious next step' for Planswell

Providing the engine to drive a practice

How Fidelity Clearing Canada has been heavily investing in tools and capabilities to better help advisors run their businesses

Providing the engine to drive a practice

Why Chadwick Boseman has brought estate planning to the fore

Star didn't leave a will but that's not unusual – and advisors should be alert to client opportunities

Why Chadwick Boseman has brought estate planning to the fore

It's time to build a data strategy

New whitepaper from Croesus lays out the data tools and techniques advisors can use to take the next step

It's time to build a data strategy

What challenges must young advisors overcome?

Ahead of the virtual WP Awards 2020, we hear from some of our panel moderators, including on what it takes to be a high achiever

What challenges must young advisors overcome?

How advisors can benefit from new estate settlement app

Platform set to launch in Canada, offering advisors the chance to 'quarterback' the probate process

How advisors can benefit from new estate settlement app