Fewer Canadians have disability insurance
Without the proper financial protection in place, workers are putting themselves and their families at risk
Top Stories in Building Your Business
Client loyalty not leading to referrals
Clients say advisors are not engaging in all aspects of their financial lives
- By: James Langton
- April 23, 2018 April 24, 2018
- 14:45
Cryptogiving.ca matches digital currency donors with charities
Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations
- By: Leah Golob
- April 13, 2018 April 13, 2018
- 11:15
Nearly half of existing mortgages face renewal in 2018: report
The increase in renewals comes as mortgage rates have been rising
- By: Armina Ligaya, Guillaume Poulin-Goyer
- April 11, 2018 April 11, 2018
- 17:05
IFSE Institute introduces career tool
Career Pathways aims to help financial services professionals just starting out or looking to advance in their careers
- By: Leah Golob
- April 11, 2018 April 11, 2018
- 15:15
Reducing debt or investing a tax refund depends on your client’s situation
The choice between saving or reducing debt has become an increasingly important decision
- By: Craig Wong
- April 10, 2018 April 9, 2018
- 06:00
Six changes for clients to consider this tax-filing season
Tax changes this year impact students, parents, caregivers and more
- By: Armina Ligaya
- April 9, 2018 April 8, 2018
- 06:30
Slideshow: Help clients avoid these common tax return errors
With the tax return deadline looming, many Canadians are finding themselves scrambling to get their finances in order
- By: Leah Golob
- April 5, 2018 April 5, 2018
- 18:00
Learnedly launches ETF course for mutual fund reps
The proficiency course follows requirements set out by the MFDA
- By: Leah Golob
- April 4, 2018 April 5, 2018
- 12:50
Clients and mental capacity
As financial advisors struggle to deal with clients who may be experiencing a decline in their cognitive abilities, regulators are responding to the need for…
- By: Patricia Chisholm
- March 29, 2018 March 29, 2018
- 00:11
Slideshow: Do you know what clients really think? Take our quiz
The Financial Comfort Zone Study offers insight into the relationships among financial advice, financial well-being and overall life satisfaction in Canadian society
- By: IE Staff
- March 26, 2018 March 26, 2018
- 06:00
Slideshow: Major challenges facing seniors
The Ontario Securities Commission’s Senior Strategy aims to address the changing needs and priorities of older individuals
- By: IE Staff
- March 20, 2018 March 20, 2018
- 16:15
Women still need help understanding finances
FPSC study reveals that many Canadian women have “very little” knowledge about finances while more than half don’t have a written financial plan
- By: Leah Golob
- March 5, 2018 April 13, 2018
- 13:44
Two steps to create “revelation questions”
Jim Ruta explains how to create “revelation questions” for prospects that help them take advantage of the advice advisors offer
- By: Jim Ruta
- September 6, 2017 January 18, 2018
- 10:25
Preparing your clients for a bear market
Begin discussing market downturns early in the relationship and revisit the topic frequently
- By: Leah Golob
- August 29, 2017 December 14, 2017
- 09:00
Five steps to resolving conflict with a client
Seek advice and try to settle the issue in person
- By: Leah Golob
- August 24, 2017 January 22, 2018
- 11:00
Court case reveals risks in gifting assets
Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk
- By: Patricia Chisholm
- March 1, 2018 March 2, 2018
- 00:14
Canadians could use some help with TFSAs
One-third are still not aware of the tax penalties associated with over-contribution
- By: Leah Golob
- February 28, 2018 February 28, 2018
- 12:48
Canadian retirees burdened with debt
From credit card debt to a mortgage, retirees struggle with expenses
- By: Leah Golob
- February 21, 2018 February 21, 2018
- 14:30
Tech Tips: Roam, without getting robbed
Using your cellphone for calls, text and data while travelling can lead to some surprising charges when you get home. Here are some ways to…
- By: Danny Bradbury
- March 1, 2018 March 13, 2018
- 00:10
Tech Tips: The tech-savvy office
You don't have to be a geek to bring your practice up to technological speed. Just a few upgrades - such as a big-screen TV…
- By: Danny Bradbury
- February 15, 2018 February 22, 2018
- 00:10
Cybersecurity breaches prove costly
Study estimates 41% of Canadian companies had sensitive data exposed last year
- By: Canadian Press
- February 8, 2018 February 22, 2018
- 13:30
Why referrals are declining
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…
- By: Dan Richards
- March 1, 2018 March 2, 2018
- 00:11
Why banning life insurance sales incentives won’t help consumers
Jim Ruta cautions that banning sales incentives may lead to fewer families with life insurance coverage
- By: Jim Ruta
- September 13, 2017 January 18, 2018
- 14:30
Four ways to build a sense of urgency
Jim Ruta explains four ways insurance advisors can build a sense of urgency into their businesses to boost focus and efficiency
- By: Jim Ruta
- August 30, 2017 January 18, 2018
- 16:35
Casual Friday: Dress codes getting more casual
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
- By: Leah Golob
- July 28, 2017 December 19, 2017
- 05:00
Casual Friday: Free apps can help you stay healthy
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
- By: Beatrice Paez
- February 17, 2017 December 19, 2017
- 11:00
Casual Friday: Should you become a minimalist?
Advocates say the trend of reducing possessions, consumption and spending can be liberating. And you don’t have to give up everything
- By: Beatrice Paez
- January 27, 2017 December 19, 2017
- 12:30