Practice management

Small business owners show glaring financial knowledge gaps

Almost half of Canadian entrepreneurs have encountered challenges due to a lack of financial literacy, how can advisors help them?

Small business owners show glaring financial knowledge gaps

The kids aren't alright, how can advisors reach them?

An undercurrent of hopelessness leads to bad financial habits, say advisors specializing in gen Z and young millennials

The kids aren't alright, how can advisors reach them?

Why flexibility is key to one firm's fee model

Co-founders of Designed Securities on why their model emphasizes flexibility with the aim of letting advisors control their business model, fees and other valued aspects of their practice

Why flexibility is key to one firm's fee model

Fixed income revival: How Manulife Investment Management is aiming to seize high-yield opportunities in a volatile market

With recalibrated bond yields and innovative tools, Manulife Investment Management is seeking to offer compelling opportunities for capital preservation and risk-adjusted returns in the fixed income market

Fixed income revival: How Manulife Investment Management is aiming to seize high-yield opportunities in a volatile market

Helping farmer clients when land values skyrocket

Agricultural consolidation and urban sprawl are jacking up farmland prices in Ontario, Andrew Ehgoetz helps his clients sort through the implications

Helping farmer clients when land values skyrocket

FP Canada issues guidance for planners on client relationships and referrals

New guidance helps CFP and QAFP professionals manage client transitions and uphold confidentiality duties

FP Canada issues guidance for planners on client relationships and referrals