Practice

Does your marketing mislead clients? Does your marketing mislead clients?

Advisor's Edge

Does your marketing mislead clients?

The client-focused reforms put advisor titles and awards under scrutiny

By Michelle Schriver |February 4, 2022

3 min read

Helping clients make decisions in tumultuous times Helping clients make decisions in tumultuous times

Planning and Advice

Helping clients make decisions in tumultuous times

For clients making life changes during Covid-19, advisors are providing clarity

By Michelle Schriver |January 13, 2022

3 min read

Don’t let FOMO from social media affect your investing decisions, experts say Fallback Image Decorative pattern

Planning and Advice

Don’t let FOMO from social media affect your investing decisions, experts say

While not a new phenomenon, "social media puts FOMO on steroids,'' Neil Gross says

By Leah Golob, The Canadian Press |December 21, 2021

3 min read

Inflation lessons from history Inflation lessons from history

Planning and Advice

Inflation lessons from history

It’s time to stress-test client portfolios

By Jim Otar |December 17, 2021

3 min read