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Groups introduce new strategic philanthropic designation for advisors

The program will allow advisors to develop strategic plans focused on philanthropy for individuals and families interested in charitable giving

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Following your own advice

After decades of helping clients plan for retirement, do you have a plan of your own?

September 2018, page 24, image of Jennifer Ridedout

A quest for knowledge

Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans

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Canadians missing out on tax breaks for caregivers: poll

Canadians contribute an average $430 per month to care for aging or ill family members

Canadian money in the black wallet

Trust betrayed

Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse.…

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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…

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IFIC expands Vulnerable Investors Resource Centre

New advisor materials on capacity and decision making now available

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DTC: Opening doors

Qualifying for the disability tax credit is key to receiving several valuable government benefits. Here's what you and your clients need to know about this…

Adirondack chairs at shore of Lake of Two Rivers, Ontario

Have an “unplugged” vacation

Taking a break from contact with the office is essential to getting rested and recharged

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Current estate plans fall short for many blended families

Financial planners must work very closely with questions to ensure their complex financial and estate goals are met

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“Transitional quality” a key factor in selling your book of business

The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary…

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Gig economy increasingly important to post-retirement clients

Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes

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How to talk to clients about RI

Five steps to encourage the conversation

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 August 14, 2018
  • 06:00

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 August 14, 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 August 14, 2018
  • 09:00

More Canadians consider guaranteed life income products desirable

Segregated funds and annuities are two products that can help Canadians reach their goals

Financial literacy isn’t financial wellness for Canadian workers

Stress about retirement is the biggest financial worry among Canadians

Peering into the future

FPSC and IQPF update long-term projections for financial planners

Moving on up

Many investment advisors are making the move to become portfolio managers, which enables them to spend more time with financial planning and investment management. The…

Tech Tips: Keep your passwords safe

Those secret codes you create for your online accounts are inherently insecure, but there are steps you can take and tools you can use to…

The insurtech gap

Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology

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 August 14, 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 August 14, 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 September 11, 2018
  • 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