Practice

What is a safe withdrawal rate in retirement?

Most clients are best served by a variable spending strategy

By Benjamin Felix |November 28, 2023

4 min read

A five-step process for building trust

Financial advisors must understand their clients' motivations before shaping their behaviour

By Jonathan Got |November 27, 2023

3 min read

Fewer than 1 in 5 U.S. investors use parents’ advisors

Advisors can build intergenerational relationships to retain clients' children

By Jonathan Got |November 14, 2023

1 min read

The trouble with client gifts

Meaningful gifts should be of sufficient quality to be valued

By Melissa Shin |November 10, 2023

2 min read