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Many hands choosing cryptocurrency coins from box labeled ICO

Cryptogiving.ca matches digital currency donors with charities

Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations

Male hand with pen on the investment chart with calculator and canadian dollars

Nearly half of existing mortgages face renewal in 2018: report

The increase in renewals comes as mortgage rates have been rising

Business man at a fork in the road

IFSE Institute introduces career tool

Career Pathways aims to help financial services professionals just starting out or looking to advance in their careers

Hand with chalk is drawing Risk and reward balance scale on the chalkboard

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

Piggybank With Eyeglasses And Calculator On Wooden Table

Six changes for clients to consider this tax-filing season

Tax changes this year impact students, parents, caregivers and more

Businessman Using Calculator With Piggybank And Stack Of Coins On Desk

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

Macro view of laptop computer, tablet and smarphone

Learnedly launches ETF course for mutual fund reps

The proficiency course follows requirements set out by the MFDA

closeup old hand with crutch

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…

Couple getting financial retirement advice from consultant at home

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
Senior people walking on the beach

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
Lady overwhelmed by debt, tax, tax forms

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

Judge gavel, scales of justice and law books in court

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

Investment Executive table: Catalyst for referrals

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…

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

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

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

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…

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…

Cybersecurity breaches prove costly

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

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