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Canadian retirees burdened with debt

From credit card debt to a mortgage, retirees struggle with expenses

Hand putting Coins in glass jar with retro alarm clock for time to money saving for retirement

Canadians dipping into their RRSPs

A new report highlights the steady increase in the amount of money withdrawn from retirement savings to meet short-term needs

  • By: Leah Golob
  • February 15, 2018 February 15, 2018
  • 11:00
Scenic mature couple holding hands together and looking abroad during retirement vacation

Canadians continue to live longer

However, the rate of improvement is slowing

  • February 14, 2018 February 15, 2018
  • 15:30
Businessman making presentation with his colleagues and business strategy digital layer effect at the office as concept

Canadian CFP professionals get digital credentials

Digital certificate and badge provide up-to-the-minute verification status across all online platforms

  • By: IE Staff
  • February 9, 2018 February 9, 2018
  • 12:57
Phishing via internet isometric vector concept illustration Hacking credit card information website Cyber banking attack Online security

Security breaches prove costly

Study estimates 41% of Canadian companies had sensitive data exposed last year

Piggybank With Eyeglasses And Calculator On Wooden Table

Generations struggle to save for retirement

Millennials expect an even greater difficulty than their older counterparts

  • February 8, 2018 February 8, 2018
  • 11:45
alphabet letter tiles

The letters after your name

From CFP to CDFA, the designations on your business card can be confusing to your clients, but are important to your career. Here's a guide…

Customer Relationship Management handshake provider and customer flat illustration

Overcoming the Big Five challenges

Several trends shaping the financial advisory business will affect your practice. The keys to coming out ahead lie in improving your service and embracing technology

Business People Meeting Discussion in a boardroom concept

Expanding your business with centres of influence

Building a strong referral network can be beneficial for all parties involved

  • By: Leah Golob
  • January 31, 2018 February 9, 2018
  • 10:31
Close-up Of Businessman With Tax Time Reminder Note On Alarm Clock At Desk

CRA’s EFILE to re-open Feb. 26

The later opening puts added pressure on Canadians to get organized and file on time

  • By: IE Staff
  • January 31, 2018 January 31, 2018
  • 10:20
last will and testament waiting to be filled and signed

Affluent Canadians not disclosing estate plans with heirs

Blended families are more likely to indicate a lack of trust in their beneficiaries' ability to manage their wealth

  • By: Leah Golob
  • January 30, 2018 January 30, 2018
  • 12:20
Overhead view of young business men shaking hands

The power of prospecting

Employing both digital and traditional prospecting strategies on a regular basis are crucial to growing your practice

  • By: Leah Golob
  • January 30, 2018 January 30, 2018
  • 10:15
Businesswoman Calculating Expenses on Printed Receipts

Develop your unique value proposition

Catering to all clients may seem like a good path to growth, but carving out a specialization can be a more effective approach

  • By: Leah Golob
  • January 29, 2018 January 30, 2018
  • 11:35

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

Stocks boost pensions in 2017

Pension managers posted a median return of 8.6%

  • January 25, 2018 January 25, 2018
  • 15:10

Canadians need more guidance on RRSPs

Report debunks common myths behind the recent decline in RRSP contributions

  • By: Leah Golob
  • January 25, 2018 January 25, 2018
  • 13:40

Solo Canadians fear running out of retirement savings

These individuals are afraid of rising daily living expenses, not having enough money for necessities and increasing health-care costs

  • By: Leah Golob
  • January 23, 2018 January 23, 2018
  • 11:50

The strongest way to start a new client interview

Jim Ruta shares the best question advisors can ask at the start of a new client interview

  • By: Jim Ruta
  • December 20, 2017 January 18, 2018
  • 13:00

You’ve got to keep records to break records

Jim Ruta explains why recording business activities and reporting to an “accountability partner” can nurture record-breaking results for advisors

  • By: Jim Ruta
  • December 12, 2017 January 18, 2018
  • 15:20

The first three topics a divorcing couple needs to discuss

Nathalie Boutet explains what should be the priorities of a couple that has decided to dissolve a marriage

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

Six ways to avoid advisor prejudice

Jim Ruta explains that prejudging prospects and clients can hold back your business — and offers tips on how advisors can boost results

  • By: Jim Ruta
  • August 22, 2017 January 18, 2018
  • 13:25

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

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