Practice

What a K-shaped recovery means for your book

Demand for advice may be greater than ever, but your book doesn’t grow based on need

By Mark Burgess |October 28, 2020

3 min read

What Canadians want to know about retirement

A new survey offers insight on what's important to potential clients

By Staff |October 27, 2020

2 min read

Many worry about precarious finances amid second wave

A pair of surveys examined how Canadians are faring financially during the pandemic

By Mark Burgess |October 27, 2020

2 min read

As investor priorities shift during pandemic, advisors must follow

A survey found short-term planning is becoming more important

By Mark Burgess |October 26, 2020

2 min read