The short answer is no. The long answer? If you’re worried or concerned, you’re not looking at it the right way. While AI-powered tools can provide recommendations, they cannot provide the same level of accountability and oversight as a human advisor. And they definitely lack a personal touch. Sure, these tools…

As print and broadcast continue to lose eyeballs to pocket screens rapidly, consumer-focused brands and businesses have had to learn to adapt and integrate their strategies to embrace the hyperconnected, content-driven digital landscape or risk being left behind. …

As a financial advisor, you have access to some of your client’s most sensitive personal and financial information. While this access is necessary to provide them with the best financial advice, it also comes with a great responsibility to protect their data. Cybersecurity threats are increasing every day, and the…

So, you decided to go independent with your advisory practice. Congratulations on taking that important first step! You have a vision of what you want to achieve, what direction you want to take your business, and how to grow it. But then you realize you have to uproot everything and…

This isn’t meant to be a trick question. Still, having spoken with countless advisors, I’ve found their answers can differ significantly. This is because the term ‘independence’ lacks any standardized definition within the Canadian wealth management industry. Instead, over time, people have generally come to associate independence simply with…

You need to remember many things when deciding to become an independent financial advisor. From creating a healthy work-life balance to implementing a solid feedback culture or even adopting the use of technology to serve your clients better…there’s no shortage of balls you need to juggle. And while it all…

As an independent advisor, you need to wear a few different hats. Sure, a top priority is to look out for your clients and help them achieve their long-term goals, but you also need to manage your practice and foster a high-performing culture. And in a world of great resignations…

In today’s business world, some the most critical decisions are often data-driven. While it may seem unnecessarily complicated from the outside, it doesn’t have to be — you can start with a tool as simple as a spreadsheet, and you may already be doing data-driven things in your day-to-day practice…

As an independent advisor, your role is often stretched beyond just helping clients achieve their financial goals. In addition to advisor duties, you are charged with building and managing a team of professionals and fostering a culture that is aligned with your practice’s vision. …