Practice management

WP Advisor Connect: bringing the industry together

Register for free to attend unique virtual event on ETFs, featuring a 'main stage', exhibition booths and the chance to network one-on-one

WP Advisor Connect: bringing the industry together

'I believe there are only so many things you should automate'

Advisor on gifting clients wellness baskets during the pandemic and why relying only on mass email sendouts is not good enough

'I believe there are only so many things you should automate'

How does your practice continue after a major event?

Whether it's a pandemic, compliance crisis or the death of an advisor, experts outline ways to build a robust continuity plan

How does your practice continue after a major event?

Are planners about to get the respect they deserve?

Raging bull market covered up lack of planning and COVID-19 crisis has provided profession with a chance to shout their value from the rooftops

Are planners about to get the respect they deserve?

Why platform is a unified, real-time step forward

Canaccord managing director tells WP why firm has staked its future on new partnership with Envestnet

Why platform is a unified, real-time step forward

'We ensure nothing gets in the way of your right to make money'

Montreal-based firm has experience with family offices and hedge funds – and wants to grow its Canada clientele

'We ensure nothing gets in the way of your right to make money'