Practice

Partnering like a pro: Advisors and mortgage brokers Partnering like a pro: Advisors and mortgage brokers

Your Business

Partnering like a pro: Advisors and mortgage brokers

Reverse mortgages, bridging loans and tax-efficient debt structuring are all up for discussion

By Noushin Ziafati |March 24, 2025

6 min read

What advisors need to know about AI notetaking apps What advisors need to know about AI notetaking apps

Technology

What advisors need to know about AI notetaking apps

Understanding Canadian context, software integration and security key to choice

By Jonathan Got |March 20, 2025

5 min read

Four investment themes for a volatile market Four investment themes for a volatile market

Your Business

Four investment themes for a volatile market

Invesco’s Rene Reyna is (kind of) all in on AI, Chinese tech, U.S. defence and big American banks

By Kevin Press |March 20, 2025

4 min read

Winning your clients’ kids Winning your clients’ kids

Your Business

Winning your clients’ kids

Building relationships with millennial prospects demands content-heavy marketing and genuine authenticity

By Kevin Press |March 18, 2025

3 min read

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