Practice

The convenience, trade-offs and pitfalls of e-signatures

A welcome industry development gets a critical assessment

By Michelle Schriver |December 2, 2022

4 min read

They’re coming: How to fit gen Z advisors into your practice

This generation brings a different approach to work

By Todd Humber |November 30, 2022

3 min read

Leveraging technology to serve your clients

Advisors face a host of challenges integrating new tech

By Maddie Johnson |November 25, 2022

2 min read

How to prevent client complaints

At FP Canada's annual conference, Ellen Bessner outlined red flags to identify and mitigate

By Michelle Schriver |November 24, 2022

4 min read