Current estate plans fall short for many blended families
Financial planners must work very closely with questions to ensure their complex financial and estate goals are met
- By: donalee Moulton
- June 13, 2018 October 31, 2019
- 10:30
Top Stories in Building Your Business
“Transitional quality” a key factor in selling your book of business
The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary…
- By: donalee Moulton
- June 12, 2018 October 30, 2019
- 15:56
Gig economy increasingly important to post-retirement clients
Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes
- By: donalee Moulton
- June 12, 2018 October 31, 2019
- 10:30
Industry News
How to talk to clients about RI
Five steps to encourage the conversation
- By: Leah Golob
- June 6, 2018 November 17, 2019
- 16:00
Building Your Business
Moving on up
Many investment advisors are making the move to become portfolio managers, which enables them to spend more time with financial planning and investment management. The…
- By: Megan Harman
- June 1, 2018 November 6, 2019
- 00:05
Building Your Business
Tech Tips: Keep your passwords safe
Those secret codes you create for your online accounts are inherently insecure, but there are steps you can take and tools you can use to…
- By: Danny Bradbury
- June 1, 2018 November 6, 2019
- 00:03
Products
More Canadians consider guaranteed life income products desirable
Segregated funds and annuities are two products that can help Canadians reach their goals
- By: Leah Golob
- May 15, 2018 October 31, 2019
- 10:25
Industry News
Financial literacy isn’t financial wellness for Canadian workers
Stress about retirement is the biggest financial worry among Canadians
- By: Leah Golob
- May 9, 2018 October 31, 2019
- 14:45
The insurtech gap
Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology
- By: Dwarka Lakhan
- May 3, 2018 October 30, 2019
- 15:23
Industry News
Peering into the future
FPSC and IQPF update long-term projections for financial planners
- By: James Langton
- May 1, 2018 October 31, 2019
- 11:00
Building Your Business
Mental capacity: the advisor’s role
When you suspect cognitive decline in an aging client, how can you ensure you serve that client's best interests while protecting his or her privacy?
- By: Patricia Chisholm
- April 27, 2018 November 6, 2019
- 00:10
Products
Fewer Canadians have disability insurance
Without the proper financial protection in place, workers are putting themselves and their families at risk
- By: Leah Golob
- April 24, 2018 October 31, 2019
- 10:30
Industry News
Client loyalty not leading to referrals
Clients say advisors are not engaging in all aspects of their financial lives
- By: James Langton
- April 23, 2018 October 30, 2019
- 14:45
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
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
- By: Beatrice Paez
- February 17, 2017 October 19, 2019
- 11:00
What to know when advising Muslim clients
Challenges include product availability, proper portfolio construction
- By: Jonathan Got
- February 1, 2024 February 1, 2024
- 15:36
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
How financial advisors dealt with the SVB collapse
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
- By: Michelle Schriver
- March 17, 2023 March 22, 2023
- 16:22
Health-care budgeting for longevity
Don’t think about care costs as a single number — plan for ranges that evolve over time
- By: Neela White
- January 23, 2026 January 23, 2026
- 11:17
Securing financial independence for Canadians with disabilities
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
- By: Alyssa Mitha
- December 5, 2025 December 5, 2025
- 09:59
5 ways you can help clients navigate a successful business transition
Legacy protection demands careful planning and attention to detail — advisors have a role to play
- By: Dave Turnbull
- August 26, 2025 August 26, 2025
- 13:10
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
- By: Melissa Shin
- June 20, 2023 June 20, 2023
- 06:00
How to write a job posting for an assistant
Every job posting must answer three main questions
- By: Todd Humber
- June 9, 2023 June 9, 2023
- 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…
- By: Danny Bradbury
- July 27, 2018 November 16, 2019
- 00:09
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…
- By: Dan Richards
- March 1, 2018 November 16, 2019
- 00:11