Financial Advisor - Page 2 - The Globe and Mail

Latest articles

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

4 min read

April 7, 2026

How to know when to change financial advisors

4 min read

April 7, 2026

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

3 min read

March 30, 2026

opinion

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

Kendra Thompson

4 min read

March 27, 2026

globe advisor weekly newsletter

What young, wealthy investors want from their advisors

3 min read

March 25, 2026

buy the book

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

4 min read

March 23, 2026

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

3 min read

March 18, 2026

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

4 min read

March 13, 2026

globe advisor weekly newsletter

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

4 min read

March 11, 2026

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

1 min read

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

4 min read

March 3, 2026

How advisors can see past gender stereotypes on risk tolerance

4 min read

February 20, 2026

opinion

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

Andrew Galbraith

4 min read

February 18, 2026

behind the advice

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

4 min read

February 17, 2026

opinion

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

Anwar Husain

4 min read

February 10, 2026

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

2 min read

February 10, 2026

What advisors need to tell clients about the CIRO breach

4 min read

February 5, 2026

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

3 min read

February 4, 2026

buy the book

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

3 min read

January 28, 2026

How to help clients manage a grey divorce after retirement

3 min read

January 22, 2026

behind the advice

This advisor studied volcanology before choosing a career in financial services

4 min read

January 21, 2026

buy the book

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

4 min read

January 21, 2026

opinion

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

Kendra Thompson

4 min read

December 22, 2025

How advisors are investing new client money in an expensive market

4 min read

September 25, 2024

Behind The Advice

10 min read