Columns

Susan Silma

5 tips to improve advisor satisfaction with technology

December 15, 2025 Susan Silma
Ellen Bessner

Reframing the big fat questions for young clients

December 2, 2025 Ellen Bessner
Tashia Batstone

Ethics, technology, regulation have shaped today’s financial planning profession

November 19, 2025 Tashia Batstone
30th birthday
Michael Kulbak

Managing estates with vulnerable beneficiaries

November 13, 2025 Michael Kulbak
Cropped shot of an unrecognizable mature couple sitting on the sofa with their arms folded after an argument
Matthew Taylor

Court of Appeal reins in OSC’s sweeping document demand against Binance

November 11, 2025 Matthew Taylor
A gavel rests on its sounding block with a several law books and a justice scale out of fucus in the background. A cool blue cast dominates the scene. (A gavel rests on its sounding block with a several law books and a justice scale out of fucus in t
Susan Silma

The longevity revolution requires a new approach to advice

October 16, 2025 Susan Silma
happy senior couple sitting on a bench in the park
Michael Nairne

U.S. stocks are priced to disappoint

October 14, 2025 Michael Nairne
Pessimism reigns in insurance industry, KPMG survey finds
Steve Locke

U.S. market outlook: Embracing the certainty of uncertainty

October 10, 2025 Steve Locke
Wells Fargo claws back US$75 million from top execs in sales scandal
Ellen Bessner

When a client-advisor relationship gets too close

October 10, 2025 Ellen Bessner
Matthew Taylor

Finfluencer faces minor penalties, no disgorgement order

October 10, 2025 Matthew Taylor
Phone text
Tashia Batstone

For financial planners, continuing education matters more than ever


September 22, 2025 Tashia Batstone
woman with laptop
Michael Kulbak

Beware of mirror wills

September 15, 2025 Michael Kulbak
Couple signing a contract in the office