Practice

Break the bias: improve how you work with women clients

Wednesday, March 9, 2022 at 1:00 PM ET

Thanks to longstanding and deep-seated stereotypes, women clients are often thought of as lesser investors than their male counterparts, despite research demonstrating otherwise.

When (you’re told) a new client wants a complicated investment strategy

Inheriting a client doesn’t mean cutting corners with KYC

By Michelle Schriver |July 19, 2023

4 min read

Your Business

The secret to hiring summer students

Setting expectations early, assigning specific projects and building in time for fun will lead to a successful experience

By Melissa Shin |July 11, 2023

5 min read

Industry

Almost half of Canadian investors plan to switch advisors: survey

After a volatile year in markets, more clients say they're willing to work with multiple providers

By Maddie Johnson |July 6, 2023

2 min read

Break the bias: improve how you work with women clients

Sponsored by

When (you’re told) a new client wants a complicated investment strategy

The secret to hiring summer students

Almost half of Canadian investors plan to switch advisors: survey

Canadians’ confidence in ability to retire on time plummets: Report

Fintech in focus: PureFacts Financial Solutions Inc.

How to conduct a great job interview

How to improve responsible investing conversations with clients

Clients want to save for kids’ education but don’t know how

How to manage an advisory team