Advisor

How firms are failing affluent clients Fallback Image Decorative pattern

Industry

How firms are failing affluent clients

A new report offers ideas to align value with fees

By Staff |June 20, 2019

2 min read

What engaged HNW clients reveal about advisors Fallback Image Decorative pattern

Industry

What engaged HNW clients reveal about advisors

Survey results provide insight on what makes an exceptional advisor

By Staff |June 20, 2019

2 min read

Calgary advisor wins financial planning award Fallback Image Decorative pattern

Industry

Calgary advisor wins financial planning award

Zak Smith from Sagium took the top prize in the PlanPlus competition

By Staff |May 29, 2019

1 min read

Robo AUM could reach US$1.26 trillion by 2023: report Robo AUM could reach US$1.26 trillion by 2023: report

Industry

Robo AUM could reach US$1.26 trillion by 2023: report

Firms that leverage their brand and technical capabilities have big growth opportunities

By Staff |May 24, 2019

1 min read