Planning and Advice

The difference between financial advice and product advice

We need to ensure that clients have access to whatever they need to be successful

By Stephanie Holmes-Winton |January 23, 2025

3 min read

Another day, another dollar

How to talk to clients about currency risk

By Noushin Ziafati |January 16, 2025

5 min read

Some tax measures in effect as of Jan. 1 come with a caveat

As with the proposed capital gains changes, certain provisions aren’t yet law

By Michelle Schriver |January 2, 2025

3 min read

The best practice management stories of 2024

From do-no-harm oaths to keeping the conversation moving — our 10 favourites

By Staff |December 30, 2024

3 min read