Helen Burnett-Nichols

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.

The CRA is investing in advanced data analytics and AI to optimize compliance processes and identify gaps

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

The $1-trillion-plus wealth transfer is already underway; advisors can provide great value to clients and retain the next generation by being proactive

Entrepreneurship has been romanticized but the realities have started to hit home

The financial impact of a critical illness or disability can be significant

A shift in mindset post-pandemic is leading more people to combine work and vacation

While some areas of audit focus differ from year to year, others continue over multiple years

Five years after many advisors were forced to work from home, firms are rethinking what an office is for

Clients often use life insurance to help heirs cover the capital gains tax on a family cottage or other asset after their death

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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Sign up for the Globe Advisor weekly newsletter for professional financial advisors on our . Get exclusive investment industry news and insights, the week’s top headlines, and what you and your clients need to know. For more from Globe Advisor, visit…

Sign up for the new Globe Advisor weekly newsletter for professional financial advisors on our . Get exclusive investment industry news and insights, the week’s top headlines, and what you and your clients need to know. The desire to live closer to…