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Top Stories in Building Your Business

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Tips for video-conferencing with clients

Platforms like Skype and Zoom allow you to meet with clients virtually, but it’s essential that you protect your clients’ personal information

checking stock market data on a mobile device

Tech stocks offer risk and reward

Clients looking for investment opportunities in this rapidly changing sector must approach them with caution

Smartphone with finance and market icons and symbols concept

Latest fintechs focus on saving

Advisors beware: These innovations will soon be making their mark in Canada

technology for seniors

Health apps and gadgets for seniors

Digital technology can not only help your older clients stay healthy. Some devices can even save lives

Rear view of traffic jam with breaklights showing

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

Happy businesswoman handshaking with client closing deal in an office interior with a window in the background
Practice Management

Insights from an audit of a referral business

CSA reforms on referral arrangements have been put on the back burner — for now

mature couple with young financial advisor
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
happy young couple discussing with a financial agent
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

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

Singles: A growing demographic

The needs of single clients can differ from those of couples, so tailor your planning services appropriately

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

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

Surveying the competitive landscape of wealth management

A look at the opportunities and risks advisors face

How advisors can protect themselves from E&O claims

Tips on how to avoid claims, and what to do when claims arise

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

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