Make sure your practice is covered if you have to take a leave of absence.
For the sole proprietor, money is often one of the biggest hurdles to growth
The average age of a financial advisor in Canada is around 56. Yet most advisors don't have a succession plan.
Using social media is easier than you think
A decade of volatile markets, regulatory clampdowns and client dissatisfaction make it a stressful time to be a financial advisor.
While many advisors get into their careers for the flexibility, it’s not easy to take parental leave; at least, not in the traditional sense. Many are business owners, who cannot sever ties – even temporarily – when baby comes.
As Canada’s population ages, employers have become increasingly aware of the need to develop and retain highly-skilled women to ward off the impending skills shortage. Yet women continue to bear the majority of the responsibility for childcare and eldercare, putting them at a distinct disadvantage in their career development.
Mak is among a growing cohort of successful women financial planners who have come to the industry from traditionally female-dominated professions.
Supermodels are getting fatter, movie box office sales are up 17.5% over last year, and lipstick has its own index. With no end in sight to the bear market, escapism appears to be trumping pragmatism. Investors are no exception. The reality of a market correction that has seen many lose 25% or more over the […]