Your Practice

Heading for the exits: Tips for Canadian business owners preparing for a sale

How much should advisors socialize with their clients?

How advice must evolve to satisfy the next generation of clients

Facing the growing threat from AI scams

Why the RIA model could still catch on in Canada

How some advisors are expanding their geographic footprint

With a growing practice, is it better to hire new team members or outsource to external experts?

Launch of ALDAs, return of GMWBs provide more decumulation options

With most advisors back in the office, many parts of the client relationship remain virtual

Is the wealth management industry ready for the decumulation challenge?

Clients may be open to AI-generated investment advice, but industry still adapting

Succession planning lessons from a firm that experienced sudden tragedy

Buying a book of business? Negotiate price and ask for extras

Buyer beware: Values matter when purchasing another advisor’s book of business

Why mentorship is crucial as more wealth advisors prepare to retire

What’s the advisor’s role when a client sells their business?

What to consider before rebranding your practice

How addiction can derail a client’s finances

In a trust-based industry, this advisor plays the long game

Wealth management firms racing to protect clients from online fraud

How the new employee ownership trusts could transform Canada’s small business landscape

Reading The Wealthy Barber and investing early helped this advisor launch his own firm

As CIRO consults on advisor incorporation, harmonization of rules proves challenging

Why paring back services can help your practice grow

Why this estate planning professional wishes she could go back in time to advise her entrepreneur parents

Seller’s market for advisor books of business persists as many still put off retirement

What’s the sweet spot for client-advisor touchpoints in a year?

Advisors working in hybrid channels find flexibility, career opportunities

How this advisor learned to navigate the emotional side of investing

How advisors can deal with stock-picking clients

Three ways advisor teams can boost compliance

How financial behaviour can reveal early signs of cognitive decline

Home co-ownership can cause estate-planning havoc

Why demonstrating value on an ongoing basis is a must for fee-based advisors

How executors can determine the value – and tax implications – of collectibles in an estate

‘Avoiding FOMO is my superpower,’ says this advisor who learned about debt the hard way