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Your clients should feel valued

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

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After the rush: Post-RRSP reviews

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

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Your clients and mental health

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

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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 March 18, 2019
  • 11:30
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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

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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

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Tech Tips: Top tech mistakes

Careful planning will save time, money - and aggravation

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Canadians boost RRSP holdings

Cautious investors represent an opportunity for advisors

  • By: IE Staff
  • January 29, 2019 March 9, 2019
  • 13:52
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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 March 19, 2019
  • 15:00
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Europe Blue-Chip Dividend & Growth Fund confirms termination date

Closed-end fund units will be redeemed on March 29

  • By: IE Staff
  • January 24, 2019 March 18, 2019
  • 09:27
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Financial planning’s persistent rise

As retiring baby boomers need help with their increasingly complex finances, planning becomes more critical

Retirement umbrella with Have you saved enough text

Half of working-age women worry they won’t have enough in retirement

43% of men have the same concern

  • By: IE Staff
  • January 8, 2019 March 9, 2019
  • 12:50
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CFIB finds Service Canada call centres lacking

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

  • By: IE Staff
  • January 8, 2019 March 19, 2019
  • 12:16

Special thanks

The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift…

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

How to talk to clients about RI

Five steps to encourage the conversation

CRA updates child-related tax folios

Revised folios provide tax guidance for clients who are parents, students or parents of students

Newly wealthy clients need help with shifting priorities

Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity

FPSC unveils new FP Canada details, introduces QAFP designation

Newly created division will deliver professional education programs and other tools to prospective and existing financial planners

  • November 26, 2018 March 18, 2019
  • 12:56

A cure for yearend gloom

This five-step review of your practice can help you prepare for the challenges that lie ahead and boost your confidence in your ability to thrive…

Tech Tips: Get your email under control

There are various email apps available to choose from, each with unique features and tools - from enhanced security to calendar integration - for use…

Echelon Wealth appoints chief client officer

Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath

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 March 5, 2019
  • 14:30

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

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