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Insights from an audit of a referral business

CSA reforms on referral arrangements have been put on the back burner — for now

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Client Communications

How to give advice that sticks

Knowing your client’s mindset — and your own — can help you tailor advice

Financial Planning

Potential effects of the new degree requirement for CFPs

A degree will be required to earn the "Certified Financial Planner" designation, effective April 2022

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Industry News

Report reveals Canadians’ weak knowledge of retirement income

Employer plans, OAS and GIS were the least understood topics

  • By: IE Staff
  • May 13, 2019 October 31, 2019
  • 12:55
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Industry News

Advisors top list of retirement planning tools: survey

But advisors aren’t as popular with Gen X investors

  • By: IE Staff
  • May 13, 2019 October 31, 2019
  • 10:30
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Building Your Business

Singles: A growing demographic

The needs of single clients can differ from those of couples, so tailor your planning services appropriately

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Building Your Business

Tech Tips: Getting the most from your Wi-Fi

A mixture of the latest wireless networking standard and some configuration tricks can ensure that you have excellent coverage throughout your office

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Practice Management

Surveying the competitive landscape of wealth management

A look at the opportunities and risks advisors face

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How advisors can protect themselves from E&O claims

Tips on how to avoid claims, and what to do when claims arise

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How to become a new economy advisor in five steps

CEO of The Big Idea Company shares tips on client engagement

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News

The budget and your clients

Feds create new annuity options, enhance Homebuyers’ Plan

  • By: IE Staff
  • April 5, 2019 October 31, 2019
  • 10:27
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Building Your Business

On deadline: Tax tips

Even if you don't prepare your clients' taxes, you can help with these pointers

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Building Your Business

Tech Tips: Tax software for your clients

Help your clients navigate a wide selection of tax preparation products to find the right one for their needs - and their device

Your clients should feel valued

Clients often feel unimportant because of advisors' failure to manage the experience

Help clients identify as investors

investors are more likely to say they understand the risks and benefits of their current investments

  • By: IE Staff
  • January 24, 2019 November 11, 2019
  • 15:00

CFIB finds Service Canada call centres lacking

A study gave the service small business owners receive a B-

  • By: IE Staff
  • January 8, 2019 November 11, 2019
  • 12:16

After the rush: Post-RRSP reviews

Now that the contribution deadline has passed, this is a good time to review your clients' changing needs

Many women put their retirements at risk making financial sacrifices

By their late 50s, women have saved approximately half of what men have saved

  • By: IE Staff
  • February 21, 2019 October 31, 2019
  • 11:30

B.C. Child Opportunity Benefit a centrepiece of provincial budget

The new program will provide almost $400 million a year to about 290,000 families

Your clients and mental health

Problems such as depression and addiction can affect a client's ability to make financial decisions

Ten essential practice technologies

Advisors who embrace technology experience deeper client relationships, greater efficiency and growing businesses. Here's a look at the top tools for a sound, tech-based practice

Tech Tips: Top tech mistakes

Careful planning will save time, money - and aggravation

Tech tips: Get more from social media

Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…

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…

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 November 5, 2019
  • 14:30

Just say “no” to holiday stress

Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced

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

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