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Potential effects of the new degree requirement for CFPs

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

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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 September 21, 2019
  • 12:55
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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 September 21, 2019
  • 10:30
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Building Your Business

Singles: A growing demographic

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

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Building Your Business

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

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Practice Management

Surveying the competitive landscape of wealth management

A look at the opportunities and risks advisors face

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How advisors can protect themselves from E&O claims

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

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How to become a new economy advisor in five steps

CEO of The Big Idea Company shares tips on client engagement

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News

The budget and your clients

Feds create new annuity options, enhance Homebuyers’ Plan

  • By: IE Staff
  • April 5, 2019 September 21, 2019
  • 10:27
tax calculator with red button
Building Your Business

On deadline: Tax tips

Even if you don't prepare your clients' taxes, you can help with these pointers

Smiling businessman calculates taxes and gesturing thumbs up
Building Your Business

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

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Building Your Business

Your clients should feel valued

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

boomer couple signing contract with financial planner
Building Your Business

After the rush: Post-RRSP reviews

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

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 September 21, 2019
  • 15:00

CFIB finds Service Canada call centres lacking

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

  • By: IE Staff
  • January 8, 2019 September 21, 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…

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 September 21, 2019
  • 11:30

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

Canadians boost RRSP holdings

Cautious investors represent an opportunity for advisors

  • By: IE Staff
  • January 29, 2019 September 21, 2019
  • 13:52

Your clients and mental health

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

  • By: Leah Golob
  • March 8, 2019 September 21, 2019
  • 15:10

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

Tech Tips: Top tech mistakes

Careful planning will save time, money - and aggravation

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 September 23, 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 September 21, 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