Client engagement

Client Confidential: Lana Gorlitz Client Confidential: Lana Gorlitz

Advisor's Edge

Client Confidential: Lana Gorlitz

TV director discusses freelance work and incorporation

By Susan Goldberg |February 25, 2019

3 min read

When tech tools are too good, clients may suffer Fallback Image Decorative pattern

Advisor's Edge

When tech tools are too good, clients may suffer

There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans

By Mark Burgess |February 25, 2019

3 min read

Advisor confidence accurately predicts economic conditions, research finds Fallback Image Decorative pattern

Planning and Advice

Advisor confidence accurately predicts economic conditions, research finds

Research also shows the value of "a well-informed human" advisor

By Anne-Marie Vettorel |February 15, 2019

2 min read

Canadians optimistic about saving this year Fallback Image Decorative pattern

Industry

Canadians optimistic about saving this year

But certain factors keep some Canadians from saving successfully

By Staff |February 12, 2019

2 min read