Constructive divorce planning options for clients
Eva Sachs outlines options that advisors can share with clients navigating separation or divorce
- By: Eva Sachs
- November 8, 2017 October 31, 2019
- 16:00
Top Stories in Building Your Business
Protect your practice from ransomware
A layered approach can help ensure that if one line of defense fails, another will provide protection
- By: Leah Golob
- November 8, 2017 October 30, 2019
- 11:15
Crossing the “line of insurability”
Jim Ruta explains why time is of the essence when buying life insurance
- By: Jim Ruta
- November 7, 2017 October 30, 2019
- 16:15
Life insurance tax changes: Winners, losers and what advisors need to know
Kevin Wark outlines the impact of recent tax changes to life insurance
- By: Kevin Wark
- November 6, 2017 November 9, 2019
- 06:00
Eliminate dead time — and prosper
Jim Ruta explains how advisors can achieve high performance by shortening the amount of time between their successful efforts
- By: Jim Ruta
- November 1, 2017 October 30, 2019
- 16:00
Benefits of life interest trusts for HNW clients
Kevin Wark explains how to use life interest trusts in planning for high net-worth clients
- By: Kevin Wark
- October 29, 2017 November 9, 2019
- 13:00
Key yearend tax planning tips
Jamie Golombek helps advisors get ready for yearend tax planning
- By: Jamie Golombek
- October 25, 2017 November 9, 2019
- 15:00
New technology will change advisors’ business model
George Hartman talks about the ways new technology will change financial advisors' business model profoundly
- By: Grant McIntyre
- October 24, 2017 November 9, 2019
- 12:02
Navigating changes to testamentary trusts
Kevin Wark explains how to navigate the 2016 tax changes to testamentary trusts
- By: Kevin Wark
- October 20, 2017 November 9, 2019
- 12:35
Be a key resource for HNW clients
Wealthy clients don’t have much time and want advisors to take care of their unique needs
- By: Leah Golob
- October 19, 2017 October 30, 2019
- 18:00
Evolving corporate tax proposals make RRSPs a smart choice for business owners
Jamie Golombek explains that the federal government’s evolving proposals to change corporate tax structures highlight RRSPs and TFSAs as smart strategies for business owners
- By: Jamie Golombek
- October 19, 2017 November 9, 2019
- 09:30
How new technology will change referrals, prospecting and conversion
George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients
- By: Grant McIntyre
- October 18, 2017 November 9, 2019
- 11:50
Stop underinsuring clients
Jim Ruta explains three common advisor practices that can leave consumers significantly underinsured
- By: Jim Ruta
- October 17, 2017 October 30, 2019
- 12:25
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