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The pandemic could affect when and how clients divorce

Lawyers explain the factors around choosing valuation dates for assets

Is now the time to review clients’ risk tolerance?

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

By: Mark Burgess
May 8, 2020 May 7, 2020
09:00

Advisors turning to webinars to educate clients

Online education also provides opportunity for prospecting

By: Mark Burgess
April 13, 2020 April 13, 2020
13:28

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

By: Greg Dalgetty
March 31, 2020 March 31, 2020
11:13

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

By: Maddie Johnson
January 14, 2020 January 14, 2020
16:07

Asian senior father and adult son at home. Family living lifestyle.

Different demographics require different approaches

Tips on how advisors can best serve millennials and seniors

By: Michelle Schriver
November 13, 2019 November 17, 2019
16:42

mature couple with young financial advisor

How to give advice that sticks

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

By: Greg Dalgetty
October 2, 2019 November 17, 2019
15:13

Smiling businessman calculates taxes and gesturing thumbs up

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

By: Danny Bradbury
April 5, 2019 November 17, 2019
10:07

Silhouttes of Two Business People Having a Handshake

Your clients should feel valued

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

By: Dan Richards
March 8, 2019 November 17, 2019
15:12

female advisor shaking hands with a young couple

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

Businessman calculating and checking articles of agreemen

CFIB finds Service Canada call centres lacking

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

By: IE Staff
January 8, 2019 November 17, 2019
12:16

beautiful sparklers in hands on black background

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…

By: Donalee Moulton
November 23, 2018 November 17, 2019
00:12

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

By: Woodrow Pelley
November 23, 2018 November 17, 2019
00:08

emale hand watering young plant with stack coin

How to talk to clients about RI

Five steps to encourage the conversation

By: Leah Golob
June 6, 2018 November 17, 2019
16:00

Couple getting financial retirement advice from consultant at home

Slideshow: Do you know what clients really think? Take our quiz

The Financial Comfort Zone Study offers insight into the relationships among financial advice, financial well-being and overall life satisfaction in Canadian society

By: IE Staff
March 26, 2018 November 17, 2019
06:00