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father and son conversation

Effective planning includes updating beneficiary designations

At FP Canada's ethics session, financial planners were urged to proactively address client changes

Tips for advisors starting the succession planning process

Tips for advisors starting the succession planning process

Thinking about retirement doesn't have to be difficult

  • By: Katie Keir
  • November 22, 2021 November 19, 2021
  • 09:04
Practice assessment tips for advisors working on succession

Practice assessment tips for advisors working on succession

An expert explains how and why to prepare details about your practice and clients

  • By: Katie Keir
  • November 22, 2021 November 19, 2021
  • 09:02
Choosing and working with a successor for your practice

Choosing and working with a successor for your practice

Tips for finding the right person

  • By: Katie Keir
  • November 22, 2021 November 19, 2021
  • 09:00
confused man

How to manage ethical dilemmas

An expert panel urged advisors to strictly adhere to a code of ethics

hands passing the baton, business and sports, business succession

Succession planning tips from advisors

The succession planning process can be difficult, so plan ahead as much as possible

succession planning

Stop putting off succession planning

An industry expert urged advisors to step up their game during IAFP's 2021 symposium

  • By: Katie Keir
  • September 24, 2021 September 24, 2021
  • 15:29
Elke Rubach and Emily Strike

Making financial advice a family matter

Elke Rubach was a successful lawyer when she discovered her passion for helping people understand finances

digital assets

Planning is key to securing digital assets

Clients should take inventory of all online accounts as their first step in creating a digital estate plan

client meeting

Losses in the time of Covid-19: Part 2

Help your business-owner clients who are disputing a tax loss with the CRA

client meeting

“Light planning” could expand access to financial advice

Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved

client meeting

Losses in the time of Covid-19: Part 1

Help your business-owner clients who experienced a loss last year

businesswoman thinking

You’ve got mail

How to create a great e-newsletter for your clients

The pandemic could affect when and how clients divorce

Lawyers explain the factors around choosing valuation dates for assets

Is now the time to review clients’ risk tolerance?

Performing the know-your-client process during a pandemic has both pros and cons

Advisors turning to webinars to educate clients

Online education also provides opportunity for prospecting

Cost control is paramount during uncertain markets, say advisors

Portfolio managers at Inside ETFs talked about the importance of managing both fees and performance expectations

Positioning portfolios for a slowdown

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

Potential effects of the new degree requirement for CFPs

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

Protecting yourself from claims when clients are stressed

Dissatisfied investors may confront advisors due to poor performance

To be continued

Advisory firms were forced to act quickly to deploy their business continuity plans and adapt to the challenges posed by Covid-19

Coach’s Forum: Make the transition to “transition coach”

Helping business-owner clients transfer their businesses can enable you to end your career on a high note

Dynamic launches emerging market equities fund

Inflows to emerging markets have soared in recent months

  • By: IE Staff
  • March 1, 2021 March 1, 2021
  • 11:10

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…

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