The best ways to borrow for investing
Help clients navigate options such as home equity lines of credit, margin and no-margin loans
- By: Jade Hemeon
- October 24, 2012 October 31, 2019
- 10:30
Top Stories in Building Your Business
How to build a successful fee-based practice
In segment eight, Doug Nelson, partner, senior financial advisor and portfolio risk manager at Winnipeg-based Nelson Financial Consultants, explains how to build a fee-based practice…
- By: Jim Ruta, Doug Nelson
- October 24, 2012 October 30, 2019
- 06:50
Regulators zero in on leveraging strategies
Advisors urged to ask more questions to ensure suitability requirements are being met
- By: Jade Hemeon
- October 23, 2012 October 31, 2019
- 16:15
Practice Management
What women (clients) want
Attracting and retaining female clients requires a different approach
- By: Brent Jolly
- October 23, 2012 October 30, 2019
- 11:15
Dispelling the myths of borrowing to invest
In part one of this two-part series, Talbot Stevens, author of Dispelling the myths of borrowing to invest, discusses the pros and cons of this…
- By: Talbot Stevens
- October 23, 2012 October 31, 2019
- 06:50
Contemplating leverage
Advisors must consider financial and behavioral factors when assessing the suitability of leverage
- By: Jade Hemeon
- October 22, 2012 October 31, 2019
- 14:20
Run an effective client advisory board meeting
Lisa Applegath and Tom Trimble, investment advisors, The Applegath Group with CIBC Wood Gundy in Toronto, explain how client advisory board meetings help them achieve…
- By: Dan Richards, Lisa Applegath, Tom Trimble
- October 22, 2012 October 30, 2019
- 05:00
Your Time
Casual Friday: How to not let the flu wreck your winter
Get the flu shot and, as your mother used to say, wash your hands and cover your mouth
- By: Brent Jolly
- October 19, 2012 October 12, 2019
- 09:30
Client Communications
How to have deeper conversations with clients
Show them that your relationship is about more than money
- By: Wendy Cuthbert
- October 18, 2012 November 17, 2019
- 10:20
Practice Management
Top tweeters: Who to follow
Aim for a blend of experts in finance and other areas
- By: Brent Jolly
- October 17, 2012 October 30, 2019
- 10:40
Successful succession keeps business in the family
Keeping it in the Family: Successful Succession In segment seven, Doug Nelson, partner, senior financial advisor and portfolio risk manager at Winnipeg-based Nelson Financial Consultants, has…
- By: Jim Ruta, Doug Nelson
- October 17, 2012 October 30, 2019
- 05:50
Practice Management
Create your own training program
As company-sponsored education becomes rare, alternatives are available
- By: Brent Jolly
- October 16, 2012 October 30, 2019
- 11:00
Practice Management
How to work with a mentor
A good mentor can help you focus on what you will need to grow to the next stage
- By: Brent Jolly
- October 15, 2012 October 30, 2019
- 09:50
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
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
Take a generation-specific approach to financial planning: KPMG
43% of Canadians found it hard to see the value of a financial plan: KPMG
- By: Jonathan Got
- October 8, 2025 October 8, 2025
- 07:00
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