A successful first meeting with a client’s family has less to do with revealing numbers than understanding their goals, family dynamics and, above all, providing a forum for these discussions to finally happen.

For UHNW families, an investment in pro sports is an opportunity to own a piece of a diversifying, growing sector—and connect with community

For advisors, the grief process is often a solo journey, with few obvious resources available.

HNW investors are looking at the sector with fresh eyes, though ‘the opportunity has yet to fully reveal itself’

But a perfect storm of lower rents, higher costs and stricter lending criteria have created tough conditions for developers

For many advisors, rebranding is a way to ensure consistent messaging, plan for the future or attract clients aligned with your services. No matter the reason for overhauling a brand, advisors say approaching this process with clarity is vital –…

Women advisors working in top wealth management roles while parenting younger children are in select company in the industry.

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Exactly a decade ago this month, Canadian employers were introduced to the National Standard for Psychological Health and Safety in the Workplace — a global first-of-its-kind framework designed to guide organizations looking to shift their workplace…

From a clinician’s perspective, social worker and psychotherapist Megan Rafuse was confident about taking the next step when she decided to turn her side hustle into a full-time venture, merging her private therapy practice with her partner’s firm to…