Practice

Turn clients’ resolutions into lasting financial wins

Help clients automate their financial resolutions so they can stick to them

By Stephanie Holmes-Winton |January 7, 2026

4 min read

There’s more to KYC than documentation

5 best practices that stop problems before they start

By Robin Riviere |January 5, 2026

3 min read

Client review meetings are advisors’ chance to stand out in the age of AI

Centre the client experience, rather than investments, senior advisors recommend

By Noushin Ziafati |December 31, 2025

6 min read

How should advisors speak to clients about total cost reporting?

Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance

By Noushin Ziafati |December 30, 2025

6 min read