Practice

Your Business

Clients stick with advisors because of personalization: survey

In-person meetings are still the most preferred method of communication

By Jonathan Got |January 10, 2024

2 min read

Your Business

Learn more in 2024 with these events and programs

Advisors share their favourite educational opportunities

By Michelle Schriver |January 5, 2024

6 min read

Planning and Advice

Understanding clients means helping them feel in control

Applying lessons from the marketing world to financial advice

By Sam Sivarajan |December 20, 2023

3 min read

Technology

Fintech news: Firms partner up to bolster wealth management services

FusionIQ has a new compliance partner, while Croesus works with Mako on KYC

By Jonathan Got |December 15, 2023

2 min read

Technology

How financial advisors should respond to cyberattacks

Knowing the right thing to do in advance will minimize damage

By Jonathan Got |December 13, 2023

4 min read

Technology

Why passphrases aren’t enough to keep clients safe

"There's no replacement for knowing your clients when it comes to protecting them from fraud"

By Jonathan Got |December 11, 2023

3 min read

Planning and Advice

FP Canada announces latest QAFP exam results

The October sitting had 57 candidates

By Staff |November 30, 2023

1 min read

Planning and Advice

What is a safe withdrawal rate in retirement?

Most clients are best served by a variable spending strategy

By Benjamin Felix |November 28, 2023

4 min read

Planning and Advice

A five-step process for building trust

Financial advisors must understand their clients' motivations before shaping their behaviour

By Jonathan Got |November 27, 2023

3 min read

Your Business

Fewer than 1 in 5 U.S. investors use parents’ advisors

Advisors can build intergenerational relationships to retain clients' children

By Jonathan Got |November 14, 2023

1 min read

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