Practice

Can advisors be finfluencers too? Can advisors be finfluencers too?

Advisor's Edge

Can advisors be finfluencers too?

Finding opportunities on social media

By Maddie Johnson |March 31, 2023

3 min read

Firing a client who wants too much risk Firing a client who wants too much risk

Advisor's Edge

Firing a client who wants too much risk

A hypothetical advisor faces performance pressure

By Michelle Schriver |March 31, 2023

4 min read

Fintech in focus: Conquest Planning Fintech in focus: Conquest Planning

Technology

Fintech in focus: Conquest Planning

Planning software helps with client engagement

By Greg Meckbach |March 24, 2023

2 min read

How Manulife Securities-Fidelity deal signals a larger trend Fallback Image Decorative pattern

Industry

How Manulife Securities-Fidelity deal signals a larger trend

Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities

By Greg Meckbach |March 20, 2023

2 min read