Why Every Advisor Must Step Into the CEO Role
Most financial advisors think they’re running one business. In reality, they’re running two. There’s the business: the structure, systems, operations, compliance, technology, staff, and profitability. And then there’s the practice: the art and craft of advising—building relationships, guiding clients, delivering advice, and creating impact. They’re very different. One demands an operator’s mindset; the other requires […]
Four-in-five Canadians targeted by scams as fraud losses top $544M
A new report from the Angus Reid Institute reveals that over 80% of Canadians have been targeted by digital or phone scams since 2024. While many ignore these attempts, roughly 30% of those targeted fell victim, resulting in the theft of funds or personal data. By September 2025, reported losses exceeded $544 million, though the […]