Tashia Batstone

Tashia Batstone

Protecting clients in a new era of financial fraud

April 15, 2026 Tashia Batstone
Tashia Batstone

Bridging the advice gap in financial planning

February 25, 2026 Tashia Batstone
Mind the gap
Tashia Batstone

Ethics, technology, regulation have shaped today’s financial planning profession

November 19, 2025 Tashia Batstone
30th birthday
Tashia Batstone

For financial planners, continuing education matters more than ever


September 22, 2025 Tashia Batstone
woman with laptop
Columns

Reframing careers in financial planning for a new generation

July 24, 2025 Tashia Batstone
Tashia Batstone

Coopetition is good for advisors, clients and the industry at large

June 18, 2025 Tashia Batstone
change
Tashia Batstone

To connect with financial planning clients, building trust is essential

April 1, 2025 Tashia Batstone
Tashia Batstone

Professional standards matter more than ever

February 11, 2025 Tashia Batstone
Smiling couple sitting at a table with an advisor, with laptop and papers.
Tashia Batstone

Breaking down barriers to financial planning access

December 9, 2024 Tashia Batstone
Wooden dominos falling
Tashia Batstone

A time of transition for the financial planning profession

October 11, 2024 Tashia Batstone
old way, new way
Tashia Batstone

To deliver value, financial planners must move beyond tech assumptions

August 19, 2024 Tashia Batstone
Handshake between robot and human, AI generated image
Tashia Batstone

Canadians must be educated about financial planning qualifications

June 24, 2024 Tashia Batstone
client meeting