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Financial planning for kids with disabilities

A personal story about the role financial advisors play in support of parents like me

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Financial Planning

What you need to know about RESP decumulation

If a student doesn’t deplete an RESP, some of the remaining growth value of the investments can be subject to a 20% penalty

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Financial Planning

Help your client address the volatility of equity compensation

Assessing income sources, diversifying are key

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Client Communications

What to know when advising Muslim clients

Challenges include product availability, proper portfolio construction

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Client Communications

The slow work of converting social media followers to clients

Committing to a platform and showing your personality can help with prospecting

  • By: Mark Burgess
  • September 22, 2023 September 22, 2023
  • 08:35
succession-planning
Practice Management

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

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

Firms should focus on retention as well as recruitment

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
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

How to stay the course in tough markets

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

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

How to reassure clients about cybersecurity

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

Securing credit in a rising-rate environment

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

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

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

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