The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old
Have You Thought About What Season Your Practice is in?
Latest news in Magazines
A different frame
HNW clients want guidance on the complex challenges that wealth can bring
- By: Patricia Chisholm
- October 15, 2018 November 9, 2019
- 00:32
Powering up your practice
Referrals are key to boosting your roster of HNW clients
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:31
Learning the language of the next generation
The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when…
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:30
Keeping a close eye
High net-worth clients place considerable importance on their investments — and want to know and understand how their money is being managed
- By: Rudy Mezzetta
- October 15, 2018 November 9, 2019
- 00:29
Beyond our borders
Many investors, including HNW clients, need to be educated about the world of opportunity in global markets
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:28
Tech and the high net-worth client
Smart use of the new smart financial tools can enhance your practice
- By: Fiona Collie
- October 15, 2018 November 9, 2019
- 00:27
Widening the choices
Alternative investments can provide needed growth, but advisors need to look under the hood
- By: Fiona Collie
- October 15, 2018 November 9, 2019
- 00:26
Settling up with the CRA
Tax surveillance is now global. HNW clients need to know the rules — and the penalties — of non-compliance
- By: Rudy Mezzetta
- October 15, 2018 November 9, 2019
- 00:25
Looking past the premiums
Permanent life insurance can be good value for wealthy clients who can afford the upfront costs
- By: Grant McIntyre
- October 15, 2018 November 9, 2019
- 00:24
Focus on planning
A tech-savvy advisor to HNW clients says the industry needs to change
- By: Leah Golob
- October 15, 2018 November 9, 2019
- 00:23
Tips from top HNW advisors
Be prepared for the worst — and focus on the client
- By: Dan Richards
- October 15, 2018 November 9, 2019
- 00:22
Shaking up the market
Competition is heating up as firms scramble to meet rising demand for ETFs
- By: Jade Hemeon
- May 2, 2018 November 9, 2019
- 00:11
Talking about ETFs
Tips for teaching clients about these still-evolving funds and what they entail
- By: Patricia Chisholm
- May 2, 2018 November 9, 2019
- 00:10
Early mover’s advantage
BMO jumped into ETFs before many of its competitors. Now, the bank is building on its lead
- By: Rudy Mezzetta
- May 2, 2018 November 9, 2019
- 00:09
Two global portfolios, two unique approaches
ETF experts choose sample investments designed to mine international opportunities
- By: Dwarka Lakhan
- May 2, 2018 November 9, 2019
- 00:08
Advice and ETFs: new models
Robo-advisors and traditional firms are creating new partnerships
- By: Fiona Collie
- May 2, 2018 November 9, 2019
- 00:07
New ways down alternative paths
Vehicles such as hedge funds and private equity are now open to more investors
- By: Megan Harman
- May 2, 2018 November 9, 2019
- 00:06
Safe – but not too safe
ETFs offer portfolio diversification that can reduce losses while retaining potential for growth
- By: Patricia Chisholm
- May 2, 2018 November 9, 2019
- 00:05
The price of choice
As ETFs continue to morph beyond their passive, plain-vanilla roots, balancing costs and performance may become more difficult
- By: Patricia Chisholm
- May 2, 2018 November 9, 2019
- 00:04
The innovation equation
Raj Lala of Evolve says entrepreneurship is at the core of his new firm
- By: Jade Hemeon
- May 2, 2018 November 9, 2019
- 00:03
Above the fray
Deborah Fuhr brings years of independent thinking and insight to the rapidly changing, global ETF landscape
- By: Jade Hemeon
- May 2, 2018 November 9, 2019
- 00:02
Looking past the package
New features don't always mean a better product
- By: Dan Hallett
- May 2, 2018 November 9, 2019
- 00:01
Canadian IPO market hits pause amid first quarter volatility
New issues in the wings signal a likely increase in deal activity for the balance of the year
- April 2, 2018 November 9, 2019
- 12:15
From the editor
Affluent clients very often are entrepreneurs or professionals who have spent a lifetime accumulating their wealth. They have worked long hours and have put many…
- By: Patricia Chisholm
- October 15, 2017 November 9, 2019
- 00:11