Gillian Kunza and Michael Konopaski say advisors are focused on believability more than transparency and trust, cutting through the same old, same old that everyone else is selling
New research maps 1,632 MFOs across nine regions and documents a wave of deals reshaping the landscape
AlTi Tiedemann’s Kimberly Evans tells WP that anxiety has led to a shift in thinking
Capgemini report finds just 11% of Canadian wealthy clients describe their experience as seamless, the lowest of any market measured
A significant portion of Canadians are struggling in relationships, in part due to money, what can advisors do?
Foundation for Financial Planning CEO tells WP how the wirehouse’s wealth management division steps up to the plate for those in need
