Claude for Financial Advisors: Faster Preparation, the Same Need for Accountability
What Anthropic’s advisor workflows describe, what human review still needs to do, and how a practice can communicate the difference.
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Advisor Demand, Succession and Deals: What Recruiters Need to Show
Canadian investor use of advice, US workforce data and a completed acquisition answer different business questions.
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Pension Money, Private Valuations: Who Wins From Wealthsimple’s Latest Round?
Follow the announced capital, seller liquidity and unanswered terms behind Wealthsimple’s October 27 financing.
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Is it time for transparency from the Liberal government across the board?
A $1.2 billion ocean announcement deserves a clear public accounting. The committee record, the government’s response and the questions Canadians should demand answers to.
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An earnings headline is not a client’s pay rise
An original IAM guide to explaining weekly earnings and hourly wages without turning a population average into a personal income claim.
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After the October 28 Rate Increase: A Clearer Client Message
The Bank of Canada raised its overnight target to 2.5% on October 28. An original IAM guide to separating the announced decision, the Bank’s projections and a client’s next question.
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Before the October 28 decision, prepare a client explanation—not a prediction
Ahead of the scheduled October 28 Bank of Canada release, prepare a source-led client explanation without presenting a prediction as a decision.
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