Canadian Advisor.cast

Sybil Verch, who also hosts The Wealthy Life, talks about financial literacy — what's working, what's not and why the wealth management industry needs to step up.

The independent life insurance consultant talks product and financial planning with the co-host of the Financial BS Podcast. Let this be the last word on the term vs. perm debate.

The Designed Securities portfolio manager is concerned about equity valuations, political risk, alternatives and more.

Kelly McDonald and Matt Saunders sit down for a candid conversation about the use of AI tools and AI-related risks in the financial services industry.

Mike Floyd, CEO of ThinkForces Advisory Group, on how to get AI right in the Canadian wealth management industry. It is more than a technology shift, he says — it is an opportunity to rethink firm business models.

Health futurist and strategist Zayna Khayat talks about your client's lifespan, healthspan and wealthspan. As our health-care system is transformed by technology and longevity, retirement planning has grown more complex than ever.

Dan Hallett, vice-president, research & principal at HighView Financial Group talks about the product development process, alternative investments, title protection and his return to advocacy work.

Preet Banerjee joins us to talk about how technology and social media are reshaping the wealth management industry — as well as how financial advisors can use new tools to their advantage.

Stephanie Wolfe shares research Global X Investments Canada commissioned on the popularity of financial influencers and what that means for advisor-client relationships.

Canada’s pre-eminent advisor to advisors, and longtime Rotman School of Management marketing professor, talks about promoting your practice and how to use AI.