Planning and Advice

How should advisors speak to clients about total cost reporting? How should advisors speak to clients about total cost reporting?

Planning and Advice

How should advisors speak to clients about total cost reporting?

Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance

By Noushin Ziafati |December 30, 2025

6 min read

2025 — a year to remember 2025 — a year to remember

Planning and Advice

2025 — a year to remember

Despite extraordinary stock market gains, clients were driven to distraction by U.S. President Donald Trump’s trade war

By Roland Inacay and Noushin Ziafati |December 23, 2025

5 min read

How to grow your estate planning practice How to grow your estate planning practice

Planning and Advice

How to grow your estate planning practice

Don’t talk to seniors about their estate plans — the real prospects are future executors

By Mark O'Farrell |December 18, 2025

3 min read

Are your clients confident about their future? Are your clients confident about their future?

Planning and Advice

Are your clients confident about their future?

Our pension system used to provide Canadians long-term financial security — now it’s on advisors to build confidence

By Jim Lyons |November 20, 2025

3 min read