Practice

Client Confidential: Sharon Hartung Client Confidential: Sharon Hartung

Advisor's Edge

Client Confidential: Sharon Hartung

An author and entrepreneur looks at death in the digital age

By Susan Goldberg |November 29, 2019

3 min read

When an investment recommendation gives rise to conflicts Fallback Image Decorative pattern

Planning and Advice

When an investment recommendation gives rise to conflicts

A regulatory panel discussed conflicts at FP Canada's ethics breakfast

By Michelle Schriver |November 21, 2019

3 min read

Episode 6: Communicate better with clients Fallback Image Decorative pattern

Prosper

Episode 6: Communicate better with clients

Improve your body language and reduce communication risk to boost your client relationships.

November 21, 2019

More markets dipping their toes into open banking: report More markets dipping their toes into open banking: report

Technology

More markets dipping their toes into open banking: report

But innovation comes with risks, the Basel Committee warns

By James Langton |November 19, 2019

2 min read