Financial Advisor - The Globe and Mail

Latest articles

September 29, 2026

behind the advice

This financial planner sees advisors playing more of a ‘psychologist-type role’

4 min read

September 23, 2026

Six ways to keep the momentum going in your practice

3 min read

September 17, 2026

Coming soon: Season five of Behind the Advice

1 min read

September 17, 2026

behind the advice

Why this advisor doesn’t shy away from tough client conversations

3 min read

September 15, 2026

Kitces report outlines what advisors get wrong about marketing budgets

3 min read

September 15, 2026

buy the book

This advisor onboarded 100 client households in 10 weeks after acquiring the ideal book

4 min read

August 26, 2026

onward

This advisor took 15 years to find a successor. He says his patience paid off

4 min read

August 20, 2026

behind the advice

Why this advisor believes childhood financial trauma makes him better at his job

4 min read

August 10, 2026

How does Ontario joining the CSA’s passport system affect advisors?

4 min read

July 31, 2026

globe advisor weekly newsletter

August is almost here. Time to cram in that summer reading

3 min read

July 28, 2026

AI is changing the search game. Here are three things advisors can do

4 min read

July 27, 2026

Summer reading for ambitious advisors

5 min read

July 23, 2026

behind the advice

This advisor dreamed of a career in finance as a teen, so he put up a CA recruitment poster on his bedroom wall

4 min read

July 20, 2026

CIRO proposals on advisor incorporation receive early mixed reviews

4 min read

July 16, 2026

opinion

Is your financial adviser killing your investment returns?

Bryce Leung

4 min read

July 15, 2026

How AI is putting pressure on the advisor fee model

4 min read

July 12, 2026

CIRO releases proposals to allow investment advisors to incorporate

3 min read

July 8, 2026

buy the book

Why this advisor hired a broker to help her buy her first book of business

4 min read

July 7, 2026

What advisors are telling clients about prediction markets

3 min read

July 6, 2026

opinion

How better prospecting can lead to stronger client relationships

Susan O’Brien

4 min read

July 2, 2026

Four ways advisors can approach gender norms

3 min read

June 29, 2026

opinion

You’re getting leads. Why aren’t they becoming clients?

Natalie Hales

3 min read

June 28, 2026

opinion

High fees and underperforming funds? When it’s OK to fire your financial advisor

Anita Bruinsma

4 min read

June 25, 2026

behind the advice

This advisor wanted to be an RCMP officer until two finance books changed his career trajectory

4 min read

May 25, 2026

opinion

Orchestration is becoming the advisor’s job

Kendra Thompson

4 min read