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How financial advisors dealt with the SVB collapse

Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients

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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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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

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How to stay the course in tough markets

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

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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

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How to reassure clients about cybersecurity

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

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Effective planning includes updating beneficiary designations

At FP Canada's ethics session, financial planners were urged to proactively address client changes

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How to manage ethical dilemmas

An expert panel urged advisors to strictly adhere to a code of ethics

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Losses in the time of Covid-19: Part 2

Help your business-owner clients who are disputing a tax loss with the CRA

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Losses in the time of Covid-19: Part 1

Help your business-owner clients who experienced a loss last year

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You’ve got mail

How to create a great e-newsletter for your clients

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The pandemic could affect when and how clients divorce

Lawyers explain the factors around choosing valuation dates for assets

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Is now the time to review clients’ risk tolerance?

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

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Advisors turning to webinars to educate clients

Online education also provides opportunity for prospecting

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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

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

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Different demographics require different approaches

Tips on how advisors can best serve millennials and seniors

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How to give advice that sticks

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

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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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Your clients should feel valued

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

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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
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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
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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…

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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

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How to talk to clients about RI

Five steps to encourage the conversation

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