Practice management

Market outperformance won’t earn your fee, says this advisor

Scott Starratt says that investment alpha has been commoditized, premium service requires a greater emphasis on quality of experience

Market outperformance won’t earn your fee, says this advisor

US worker wellbeing hits two-year low as financial stress proves hardest to shake

Survey of nearly 4,000 US employees reveals deepening gaps in engagement and burnout by role level

US worker wellbeing hits two-year low as financial stress proves hardest to shake

Will advisors be forced to focus on wealthier clients as mass affluent turn to AI?

McKinsey executive argues AI could deliver sophisticated guidance to mass affluent investors, while Allianz leader warns of “AI socialism” from over-use of the same LLMs

Will advisors be forced to focus on wealthier clients as mass affluent turn to AI?

What will Bill C-31 tax changes mean for your clients?

RSM Canada experts tell WP that expanded CRA powers, anti-avoidance rules and clean economy credits demand immediate strategic attention for businesses, family offices, HNWIs

What will Bill C-31 tax changes mean for your clients?

Goldman, JPMorgan grant work-from-home passes as World Cup crowds threaten Wall Street commutes

Two of Wall Street's most vocal opponents of remote work are bending their own rules for the tournament

Goldman, JPMorgan grant work-from-home passes as World Cup crowds threaten Wall Street commutes

Why charitable giving is missing from many Canadians’ estate plans?

There’s an estate planning gap that widens when the subject of charitable giving comes into play, despite the benefits that philanthropy planning can offer

Why charitable giving is missing from many Canadians’ estate plans?