Perspective

David Reeve

Addressing internal challenges to wealth firms’ growth

October 2, 2024 David Reeve
Computer with financial growth
Ellen Bessner

Don’t go down with your client’s ship

September 30, 2024 Ellen Bessner
Stormy waters
Columns

Enhancing portfolio construction with factor investing

September 23, 2024 Michael Nairne
portfolio construction
Mary Hagerman

Celebrating 10 years of ETF-based portfolio returns

September 10, 2024 Mary Hagerman
Mélissa Sabourin and Mary Hagerman read The Black Belt Investor in French and English
Susan Silma

A better way to meet compliance disclosure requirements

August 21, 2024 Susan Silma
client meeting
Columns

In both estate administration and angling, it pays to prepare for the unexpected

August 20, 2024 Michael Kulbak
Rock bass biting a lure
Tashia Batstone

To deliver value, financial planners must move beyond tech assumptions

August 19, 2024 Tashia Batstone
Handshake between robot and human, AI generated image
David Reeve

Capturing the mass affluent wealth segment

July 29, 2024 David Reeve
Texting hands
Ellen Bessner

No note-taking requirements in CFRs? Think again!

July 26, 2024 Ellen Bessner
confusion
Jamie Golombek

Another reminder to help clients understand their TFSA room

July 25, 2024 Jamie Golombek
Dustyn Lanz

Investor stewardship and proxy voting: A new era of transparency

July 22, 2024 Dustyn Lanz
a bright idea
Columns

Investable themes for 2024’s second half

June 26, 2024 Lesley Marks
businessman stock market