Financial Advisor - The Globe and Mail

Latest articles

April 16, 2026

behind the advice

This advisor learned how to treat clients from legendary investor George Frazer

April 10, 2026

globe advisor weekly newsletter

When buying a book of business, advisors must look beyond past performance

April 9, 2026

How hedge funds are helping advisors build more resilient portfolios

April 8, 2026

Advocating for advisor incorporation a top priority for new Richardson Wealth CEO

April 8, 2026

buy the book

After helping advisors with tax and estate solutions for years, Frank Di Pietro wanted a book of his own

April 7, 2026

How to know when to change financial advisors

April 7, 2026

Facing an audit as an advisor? Here are some tested tips

March 30, 2026

opinion

When overwhelmed clients stack decisions, it’s up to advisors to restore order

Kendra Thompson

March 27, 2026

globe advisor weekly newsletter

What young, wealthy investors want from their advisors

March 26, 2026

Filing taxes for clients is a lot of work. Here’s why some advisors say it’s worth it

March 25, 2026

buy the book

Why this advisor bought a book with 390 clients but kept only 150

March 23, 2026

Advisors are accustomed to helping clients manage loss, but what about their own grief?

March 18, 2026

As bitcoin recovers from its recent low, how should advisors approach the asset?

March 13, 2026

globe advisor weekly newsletter

Why serving more clients remains an unsatisfying way for many advisors to grow their books

March 11, 2026

Why switching to advice-only was the best career move Lori Curtiss ever made

March 5, 2026

behind the advice

This advisor learned the value of being boring after losing out on a speculative stock early in his career

March 3, 2026

How advisors can see past gender stereotypes on risk tolerance

February 20, 2026

opinion

I’m taking over Investor Clinic. But first, do no harm

Andrew Galbraith

February 18, 2026

behind the advice

This advisor wanted to be a pilot before veering into financial services

February 17, 2026

opinion

Worried about a market crash? Here’s how to protect your retirement savings

Anwar Husain

February 10, 2026

CRA confirms independent advisors will have to collect GST on trailing commissions

February 10, 2026

What advisors need to tell clients about the CIRO breach

February 5, 2026

‘How should I choose a financial adviser and set a plan?’

February 4, 2026

buy the book

This former wholesaler switched to financial advice after buying a client’s book

September 25, 2024

Behind The Advice