Practice management

Advisors, what are your targets for growth this year?

The Whiteboard: goal-setting goes beyond AUM and January is the perfect time to set out expectations for your practice

Advisors, what are your targets for growth this year?

Pascal Financial announces deal with Sterling Mutuals

Canadian fintech to integrate AI-powered digital wealth platform with $4 billion AUM mutual fund firm

Pascal Financial announces deal with Sterling Mutuals

New AI-powered wealth platform built for advisors

Technology enables sophisticated portfolio optimization and client solutions designed to help scale your business, says Pascal Financial

New AI-powered wealth platform built for advisors

A progressive solution to an antiquated industry

Financial planning syndicates are a fee-based model on steroids, writes CEO Scott Plaskett

A progressive solution to an antiquated industry

FP Canada launches new professional qualification

Certification designed to help average Canadians 'begin the journey to live life with confidence'

FP Canada launches new professional qualification

Five keys to successful financial management

There is no quick trick to successful financial management but there are habits that can be developed over time. Are you up for the challenge?

Five keys to successful financial management