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Get ready for new trust reporting rules

New disclosure rules come into effect in the 2021 tax year

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Client Communications

The pandemic could affect when and how clients divorce

Lawyers explain the factors around choosing valuation dates for assets

Compliance Rules Law Regulation Policy Business Technology concept.
Practice Management

Protecting yourself from claims when clients are stressed

Dissatisfied investors may confront advisors due to poor performance

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Building Your Business

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

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Building Your Business

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

Webinars

Post-traumatic growth webinar

In this webinar replay, learn how living through a crisis can make both you and your company stronger

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Client Communications

Is now the time to review clients’ risk tolerance?

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

man using laptop
Practice Management

Advisors turning to webinars to educate clients

Online education also provides opportunity for prospecting

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Client Communications

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

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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?

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

Different demographics require different approaches

Tips on how advisors can best serve millennials and seniors

How to give advice that sticks

Knowing your client’s mindset — and your own — can help you tailor advice

Potential effects of the new degree requirement for CFPs

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

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

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

How to prioritize the time you spend with clients

Segmenting your book can help you serve clients better

Insights from an audit of a referral business

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

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

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

  • 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