Practice management

Are political tensions really driving snowbirds home?

Portfolio manager says the media may be missing the bigger picture in the snowbird property selloff

Are political tensions really driving snowbirds home?

Taking clients back to school to maximize RESP contributions

IG Wealth’s Sara Kinnear shares what advisors should watch for when guiding families through education savings

Taking clients back to school to maximize RESP contributions

Relying on property to fund retirement a riskier strategy than it was

A HOOPP study reveals a growing number of Canadians bank on their home to finance life after work

Relying on property to fund retirement a riskier strategy than it was

With US$320B at stake, how are these family offices pivoting in challenging times?

Investment teams confront geopolitical shifts and evolving asset classes

With US$320B at stake, how are these family offices pivoting in challenging times?

Social media is reshaping financial advice – and putting clients at risk

In a world where likes can outpace logic, CFO warns of 'finfluencer' risks amid rise in financial misinformation

Social media is reshaping financial advice – and putting clients at risk

Tariff fears push Canadians towards financial advisors

Investors voice concern over trade measures and their impact on personal finances

Tariff fears push Canadians towards financial advisors