FALL 2026 ISSUE

The Cost of Not
Knowing

McLenehan and Associates CPAs on the value of knowing what comes next

READ COVER STORY

In This Issue

Future-proofing your advisory practise

AI & Cybersecurity – The relentless threat assessment

Planning software overlooks pension options for entrepreneurs

Knowledge Bureau looks into their crystal ball for 2027 and beyond

Advisor Unlimited Icon
TOP STORIES
LIFESTYLE
The Vice-President on the Road!
At first glance, Ghislain Lévesque appears to be the accomplished executive one would expect to find in a leading organization

By Martin Luc Derome

VIEW ALL STORIES

Future-proofing your advisory practice
Industry leaders share the skills, tools and mindset advisors need to succeed over the next five years
TECHNOLOGY
Can AI deliver the future of unbiased financial advice?
Artificial intelligence is poised to transform financial advice. Most discussions focus on productivity, automation and whether AI will replace some financial professional functions.

FROM THE PUBLISHER

Michael van Lierop

Future and Forecasts: Preparing for What Comes Next

 

In this issue of Advisor Unlimited
we begin with a question: what do
advisors need to be thinking about
now, before it becomes obvious to
everyone else? For Fall 2026, the answer is captured in our theme, “Future and Forecasts.” 

Click to read
IN THIS ISSUE
VIEW ALL ARTICLES
Why the Best Advisors Earn Attention Instead of Chasing It
PERMISSION MARKETING

Why the Best Advisors Earn Attention Instead of Chasing It

Does cash flow planning work without refinancing, or for clients with no debt?
EXPERT ADVICE

Does cash flow planning work without refinancing, or for clients with no debt?

AI takes CRM into the future at Maximizer, today
SPONSORED CONTENT

AI takes CRM into the future at Maximizer, today

what clients want
WHAT DO CLIENTS REALLY WANT?

Investors detail what gaps exist in financial planning today,

Doing AI differently By GEOFF
DOING AI DIFFERENTLY

When Daniel Asper, Matthew Tory and Alex Dashefsky began comparing notes...

How personalized service gives Aviso Correspondent Partners a competitive edge
SPONSORED CONTENT

How personalized service gives Aviso Correspondent Partners a competitive edge

AI & Cybersecurity - The relentless threat assessment
In line with this issue’s “Future & Forecasts” theme, Advisor Unlimited speaks with Larry Keating, President & Founder of NPC DataGuard and Keating Technologies about how artificial intelligence is reshaping cybersecurity risks and defences for financial advisors, wealth firms and their clients.
Planning Software
Overlooks Pension Options for Entrepreneurs Faced with the complexity of financial tools and solutions in the Canadian marketplace, many advisors rely on financial planning software to impose order on a client’s financial picture.
The Real Competition
CEO of NDEX Systems says the biggest rivals in financial services aren’t who you think they are
FINDING YOUR NORTH STAR
AU sits down with Evelyn Jacks, President of Knowledge Bureau, to discuss her vision for guiding advisors toward continued growth, learning and success.
The New Retirement Planning Blind Spot:
Why Care & Housing Decisions Can No Longer Wait
“The future conversation may not begin with 'I need help' maintaining my independence.’ ”
THROUGH THE BLUE-CHIP LOOKING GLASS

Future and Forecasts with BCV

AI in financial planning needs precision, NOT HYPE
If artificial intelligence still feels difficult to apply to financial plan analysis and recommendations, the problem may not be the technology. It may be the expectations placed on it.
HOW ARE YOU PREPARING CLIENTS FOR MULTIPLE FUTURES?
Two advisors explain how they’re moving beyond predictions to building resilient plans so clients can navigate various scenarios.
REACH YOUR TARGET AUDIENCE WITH ADVISOR UNLIMITED

Interested in being featured in Advisor Unlimited? 

contact us
SPONSORS
NPC
IAFP
AVISO
NDEX
Western_Corporate_Solutions
KnowledgeBureau
Maximizer
Queenston
HUB
Scroll to Top