Veteran advisor shares how new work setup, complete with Zoom rooms and a bullpen, has changed the dynamic for his team
Adding young blood to talent pool has added value for clients and helps future-proof the business, says top financial advisor
Veteran advisor shares from-the-practice insights on jet-setting retirees’ budgeting, currency management, and other decisions
Senior financial planner warns against chasing high returns in private equity
Time to delay mandatory RRIF withdrawals? Or do retirees have other options to offset longevity risk?
Industry's finest excelled in steering clients' portfolios through economic storms
Wealth Professional salutes 50 advisors whose embodiment of excellence has catapulted them to the top of the industry
Three industry insiders explain what the devastating conflict means for investors
We spotlight 35 talented advisors who are raising the bar for clients in Eastern Canada and Ontario
In this WPTV Special we speak to Rob McClelland, Vice President and Founder at The McClelland Financial Group, Assante Capital Management Ltd., about some of the things that have made his team successful, including planning and his approach to serving families
