Financial Advisor - Page 2 - The Globe and Mail

Latest articles

December 10, 2025

opinion

How to buy smart in a hot market for advisors’ books

Joe Millott and Tyler Wilson

December 5, 2025

retire rich

Do you really understand the forms you’re signing with your financial adviser?

December 4, 2025

behind the advice

This advisor doesn’t worry about being replaced by AI. He worries about how investors are using it

December 3, 2025

buy the book

How this advisor cold-called his way to the right book

December 2, 2025

opinion

Anatomy of a pig butchering scam: How advisors can be the first line of defence

Mark McGrath

November 26, 2025

Five recommendations for advisors seeking top value for their books

November 24, 2025

Rebalancing in a bull market requires the discipline to cut winners. Advisors can help

November 18, 2025

buy the book

Why this advisor was willing to pay more for a book of engaged, loyal clients

November 14, 2025

globe advisor weekly newsletter

AI is broadening the reach of financial advice. Here’s why advisors stand to benefit

October 29, 2025

buy the book

New advisor finds the right chemistry in acquiring mother-in-law’s practice

October 17, 2025

globe advisor weekly newsletter

Morgan Housel says storytelling, not jargon, sells advice

October 16, 2025

Overwhelming product choice may lead advisors to rely on fewer manufacturers

October 14, 2025

As more advisors hit retirement age, how firms handle the transition has big consequences

October 6, 2025

Canadian advisors will soon get access to content from financial planning guru Michael Kitces

September 29, 2025

opinion

Why advisors should be offering financial coaching as part of their services

Dana Hicks

September 24, 2025

opinion

Why conflicted advice isn’t just a bank problem

Colin White

August 26, 2025

behind the advice

This advisor wanted to be a comedian before choosing a career in financial services

August 25, 2025

Why Canadian advisors are flocking to a U.S. ‘festival’ next month, regardless of the political climate

August 24, 2025

When it comes to financial planning, trust has to be a two-way street

Preet Banerjee

August 22, 2025

How to spot a sales pitch disguised as financial advice

August 8, 2025

globe advisor weekly newsletter

How demographic trends are shaping the advice industry

August 5, 2025

How firms are competing on the other great wealth transfer: advisor succession

August 1, 2025

globe advisor weekly newsletter

Choosing the right book for the dog days of summer

July 30, 2025

A summer reading list for advisors trying to understand the world – and their clients

July 29, 2025

How asset-allocation funds have changed financial advice