Financial Advisor - Page 3 - The Globe and Mail

Latest articles

January 9, 2026

globe advisor weekly newsletter

What the ETF boom means for advisors

3 min read

January 6, 2026

opinion

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

David Lewis

3 min read

January 5, 2026

opinion

7 lessons every new advisor should learn

Evan Riddell

4 min read

December 24, 2025

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

3 min read

December 19, 2025

globe advisor weekly newsletter

What advisors can take away from market outlook season

4 min read

December 18, 2025

Financial advisors with modest followings quietly take on the finfluencers

3 min read

December 17, 2025

buy the book

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

3 min read

December 14, 2025

opinion

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

Anita Bruinsma

4 min read

December 10, 2025

opinion

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

Joe Millott and Tyler Wilson

4 min read

December 5, 2025

retire rich

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

4 min read

December 4, 2025

behind the advice

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

4 min read

December 3, 2025

buy the book

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

4 min read

December 2, 2025

opinion

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

Mark McGrath

4 min read

November 26, 2025

Five recommendations for advisors seeking top value for their books

3 min read

November 24, 2025

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

4 min read

November 18, 2025

buy the book

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

4 min read

November 14, 2025

globe advisor weekly newsletter

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

4 min read

October 29, 2025

buy the book

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

3 min read

October 17, 2025

globe advisor weekly newsletter

Morgan Housel says storytelling, not jargon, sells advice

3 min read

October 16, 2025

Overwhelming product choice may lead advisors to rely on fewer manufacturers

3 min read

October 14, 2025

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

3 min read

October 6, 2025

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

3 min read

September 29, 2025

opinion

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

Dana Hicks

3 min read

September 24, 2025

opinion

Why conflicted advice isn’t just a bank problem

Colin White

4 min read

August 26, 2025

behind the advice

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

5 min read