Financial Advisor - Page 2 - The Globe and Mail

Latest articles

January 28, 2026

How to help clients manage a grey divorce after retirement

January 22, 2026

behind the advice

This advisor studied volcanology before choosing a career in financial services

January 21, 2026

buy the book

Playing the long game, this advisor turned a summer internship into a book of wealthy clients

January 21, 2026

opinion

AI note-taking tools can be a game changer for Canadian advisors

Kendra Thompson

January 19, 2026

Why advisors need to start planning now for clients retiring mid-year

January 16, 2026

globe advisor weekly newsletter

The biggest change advisors can make in 2026

January 9, 2026

globe advisor weekly newsletter

What the ETF boom means for advisors

January 6, 2026

opinion

Why total cost reporting is an opportunity for advisors to regain investors’ trust

David Lewis

January 5, 2026

opinion

7 lessons every new advisor should learn

Evan Riddell

December 24, 2025

Globe Advisor’s Best of 2025: Top stories from reporter Deanne Gage

December 22, 2025

How advisors are investing new client money in an expensive market

December 19, 2025

globe advisor weekly newsletter

What advisors can take away from market outlook season

December 18, 2025

Financial advisors with modest followings quietly take on the finfluencers

December 17, 2025

buy the book

This advisor used a tennis partnership to serve up a book of HENRYs

December 14, 2025

opinion

Roadblocks to leaving your financial adviser - and why they shouldn’t stop you

Anita Bruinsma

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 14, 2025

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