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How top advisors are building dream teams to meet client needs

More advisors are taking a ‘family office’ approach to building their teams, but knowing when to reach out to outside specialists is still a big part of the business ....

Wellington , New-zealand-general , New-zealand , Vancouver , British-columbia , Canada , Montreal , Quebec , Wood-gundy , Debra-wooding , Wong-group-at-wellington , Altus-private-wealth-inc

Why top-performing advisor teams are hiring more certified financial planners

Some advisors say they are shifting their hiring strategies as clients increasingly seek financial advice and planning support for a wide range of life concerns ....

Vancouver , British-columbia , Canada , Wellington , New-zealand-general , New-zealand , Montreal , Quebec , Toronto , Ontario , Kurt-rosentreter , Manulife-securities-inc

How to tackle the various investor biases

These behaviours can lead to problems like overtrading, higher taxes and fees, under diversification and taking on too much risk ....

Wellington , New-zealand-general , New-zealand , Vancouver , British-columbia , Canada , Toronto , Ontario , Montreal , Quebec , Canadian , Peter-guay

Why investing in real estate requires a nuanced approach

Dennis Mitchell of Starlight Capital explains what real estate subsectors are ones to watch in this turbulent environment ....

Toronto , Ontario , Canada , Vancouver , British-columbia , Wellington , New-zealand-general , New-zealand , Canadian , Brenda-bouw , Dennis-mitchell , Rob-carrick

This advisor wanted to be a neurosurgeon before her father suggested a career in finance

Maili Wong of Wellington-Altus Private Wealth talks about being able to buy her first condo with cash and the hard lesson learned after losing money on a junior mining stock ....

New-york , United-states , Vancouver , British-columbia , Canada , Wellington , New-zealand-general , New-zealand , Wong-group-at-wellington , Altus-private-wealth-inc , Maili-wong