Advisor Unlimited - Fall 2026 - Advisor Unlimited

FALL 2026 ISSUE

The Cost of Not
Knowing

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

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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

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

VOIR TOUTES LES HISTOIRES

Industry leaders share the skills, tools and mindset advisors need to succeed over the next five years

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.

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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.”

PERMISSION MARKETING

Why the Best Advisors Earn Attention Instead of Chasing It

EXPERT ADVICE

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

AI takes CRM into the future at Maximizer, today

WHAT DO CLIENTS REALLY WANT?

Investors detail what gaps exist in financial planning today,

DOING AI DIFFERENTLY

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

How personalized service gives Aviso Correspondent Partners a competitive edge

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.

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.

CEO of NDEX Systems says the biggest rivals in financial services aren’t who you think they are

AU sits down with Evelyn Jacks, President of Knowledge Bureau, to discuss her vision for guiding advisors toward continued growth, learning and success.

Why Care & Housing Decisions Can No Longer Wait
“The future conversation may not begin with 'I need help' maintaining my independence.’ ”

Future and Forecasts with BCV

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.

Two advisors explain how they’re moving beyond predictions to building resilient plans so clients can navigate various scenarios.

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