Lionel Laroche, the owner of Markham, Ont.-based MultiCultural Business Solutions, provides practical tips about connecting with clients in our era of cultural diversity. Laroche explains…
Consider style, target market and pricing
Jonathan Rivard, financial advisor and regional leader at Edward Jones, explains how he has brought in $1 million in new assets per month this year…
Make sure you plan ahead and ask the right questions
Seth Mattison, generations consultant and keynote speaker, Bridgeworks, suggests practical tips on how to connect successfully with four generations of clients: traditional, Baby Boomers, Gen…
FPSC study reveals the many excuses for not having a financial plan
In segment twelve, Kevin Smith, principal, ICON Advanced Planning Inc. in Toronto, discusses the challenges to transitioning your practice to a family office business model.…
Ensure all guests feel included at a client appreciation event, and follow up with attendees afterwards
Joanne Ferguson, president, coach and consultant with Advisor Pathways, explains how to involve your whole team to make a client appreciation event a success. Ferguson…
Start planning your client appreciation event early, and stay organized with a to-do list
FPSC to reveal more value study results at Financial Planning Week Symposium
Done right, a client appreciation event can strengthen client relationships and generate referrals
Jason Pereira, partner and senior financial consultant with Bennett March in Toronto, explains how to calm the worries of HNW clients during the de-accumulation phase…
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
Active ownership helps create long-term value for investors.
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds