Practice management

Canadian literacy is worsening, and that should matter for advisors

Mélanie Valcin explains the risks that poor literacy rates introduce for families, communities, and Canada and how advisors can help address it

Canadian literacy is worsening, and that should matter for advisors

Wealthy Gen Z and millennial donors are changing the philanthropic playbook

A new Bank of America study reveals younger HNW donors use more giving vehicles and support twice as many causes as some older peers.

Wealthy Gen Z and millennial donors are changing the philanthropic playbook

Half of family offices lack a complete succession plan: report

Nearly a third worry that retirement will take key family leaders and staff out the door

Half of family offices lack a complete succession plan: report

Why IG handed over key fund management to Goldman Sachs

Florence Narine explains how the global giant convinced IG they could manage for Canadian retail investors

Why IG handed over key fund management to Goldman Sachs

Richter Family Office expands into Calgary

The Montreal firm signs a 10,000 sq. ft. lease and plans to hire up to 30 staff

Richter Family Office expands into Calgary

Private markets advice is evolving - are advisors keeping up?

EQT private wealth veteran explains why building a private markets portfolio is a construction decision, not a product decision

Private markets advice is evolving - are advisors keeping up?