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Positioning portfolios for a slowdown

Should clients stay the course, exit the market or review their asset mix?

Research and Markets

Mummification or being launched into space? Burial options for your client

A report looks at options ranging from plastination to being planted as a tree

businesswoman thinking
Practice Management

How to prioritize the time you spend with clients

Segmenting your book can help you serve clients better

Asian senior father and adult son at home. Family living lifestyle.
Client Communications

Different demographics require different approaches

Tips on how advisors can best serve millennials and seniors

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Practice Management

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

stressed senior couple calculating budget at home
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

  • By: Leah Golob
  • May 3, 2019 November 6, 2019
  • 00:12
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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

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 17, 2019
  • 15:00

The budget and your clients

Feds create new annuity options, enhance Homebuyers’ Plan

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

On deadline: Tax tips

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

After the rush: Post-RRSP reviews

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

How to become a new economy advisor in five steps

CEO of The Big Idea Company shares tips on client engagement

Your clients and mental health

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

  • By: Leah Golob
  • March 8, 2019 November 6, 2019
  • 15:10

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: 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 16, 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

  • By: Leah Golob
  • July 28, 2017 October 19, 2019
  • 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