Practice

They’re coming: How to fit gen Z advisors into your practice Fallback Image Decorative pattern

Planning and Advice

They’re coming: How to fit gen Z advisors into your practice

This generation brings a different approach to work

By Todd Humber |November 30, 2022

3 min read

Leveraging technology to serve your clients Leveraging technology to serve your clients

Technology

Leveraging technology to serve your clients

Advisors face a host of challenges integrating new tech

By Maddie Johnson |November 25, 2022

2 min read

How to prevent client complaints Fallback Image Decorative pattern

Planning and Advice

How to prevent client complaints

At FP Canada's annual conference, Ellen Bessner outlined red flags to identify and mitigate

By Michelle Schriver |November 24, 2022

4 min read

Advisor business support growing across Canada’s wealth firms Advisor business support growing across Canada’s wealth firms

Industry

Advisor business support growing across Canada’s wealth firms

There's higher demand for advisor coaching and consulting that can't be ignored

By Katie Keir |November 24, 2022

3 min read