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succession-planning

Firm hopes to support younger advisors through new practice financing program

Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

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How to write a job posting for an assistant

Every job posting must answer three main questions

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In tight labour market, finding a good assistant isn’t getting any easier

Firms should focus on retention as well as recruitment

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When your child isn’t fit to be your successor

Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?

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Client Communications

How financial advisors dealt with the SVB collapse

Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients

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ETF usage plateaus among brokerage advisors

Mutual fund usage among dealer advisors remains high, but fell between 2021 and 2022

  • By: Katie Keir
  • October 11, 2022 October 6, 2022
  • 00:15
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Client Communications

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

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Client Communications

Advisors must improve how they work with wealthy families

False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant

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Client Communications

How to stay the course in tough markets

Diversification, planning and time are an advisor’s best friends when volatility strikes

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Securing credit in a rising-rate environment

You and your clients may need to get creative in brainstorming strategies for borrowing

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How to talk to clients about debt

A holistic approach to clients’ finances can help them prepare for interest-rate hikes and get out of debt faster

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Financial Planning

How to help clients plan for career changes

Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers

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Client Communications

How to reassure clients about cybersecurity

Preparing a security guide for clients is a best practice, says an IT expert

Effective planning includes updating beneficiary designations

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

How to manage ethical dilemmas

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

Losses in the time of Covid-19: Part 2

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

Tips for surviving next year’s RRSP season

If you've been overwhelmed over the past month, two financial advisors offer ideas for improving your experience in 2023

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

“Light planning” could expand access to financial advice

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

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

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

Tips for finding the right person

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

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