Practice management

Investing in Healthcare (HHL) offers value, growth Opportunities, and Income

Harvest ETF’s CIO on seizing opportunities amidst technological breakthroughs and market volatility

Investing in Healthcare (HHL) offers value, growth Opportunities, and Income

How one advisor approaches philanthropy planning

Tina Tehranchian explains why she brings up philanthropy in her prospect meetings

How one advisor approaches philanthropy planning

Advisors can't expect client loyalty, TCR may be the catalyst to switching

JD Power report warns that fee transparency could fuel attrition

Advisors can't expect client loyalty, TCR may be the catalyst to switching

How the 2024 federal budget affects Canadian wealth management

The Government's new policies could directly affect your investment portfolios.

How the 2024 federal budget affects Canadian wealth management

Pandemic boosts tech use in financial planning

Study reveals how virtual meetings and FinTech are reshaping client interactions and the challenges faced

Pandemic boosts tech use in financial planning

Why the tech stack is key to advisor and client satisfaction

After locking down some big clients, CapIntel CEO offers insights into why the tech a firm uses can become the most tangible part of their experience

Why the tech stack is key to advisor and client satisfaction