Changes coming to passive investment rules?
Kevin Wark outlines how proposed federal tax changes to passive investments in private corporations would work
- By: Kevin Wark
- October 13, 2017 November 9, 2019
- 13:55
Top Stories in Building Your Business
Advisors must embrace changing technology
George Hartman explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing…
- By: Grant McIntyre
- October 11, 2017 November 9, 2019
- 14:00
Breaking down Ottawa’s proposed tax changes
Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains
- By: Kevin Wark
- October 9, 2017 November 9, 2019
- 18:00
The ironic key to iconic success
Jim Ruta shares counterintuitive advice about how insurance advisors can boost their performance
- By: Jim Ruta
- October 5, 2017 October 30, 2019
- 12:20
Casual Friday: Are you sabotaging yourself?
Avoid these common self-destructive thought patterns
- By: Leah Golob
- September 27, 2017 October 30, 2019
- 14:50
An alternative approach to minimizing risk
Advisors can use a growing array of alternative investment strategies to help clients reduce volatility in their portfolios
- By: Jade Hemeon
- September 26, 2017 November 9, 2019
- 17:20
How client segmentation can destroy your brand
Jim Ruta cautions that segmenting clients can harm your reputation and your brand
- By: Jim Ruta
- September 26, 2017 October 30, 2019
- 14:25
Smoothing out returns in volatile times
With low interest rates and high equities valuations posing risks for investors, advisors can help clients find ways of adding some predictability to their portfolios
- By: Jade Hemeon
- September 25, 2017 November 9, 2019
- 17:00
Tax penalties and how to apply for relief
From TFSA overcontributions to repeated late-filing, Adrienne Woodyard outlines common tax penalties and explains how to apply for penalty relief (Part 4 of 4)
- By: Dan Richards, Adrienne Woodyard
- September 24, 2017 November 9, 2019
- 11:58
Female clients need special treatment: report
Women will soon control almost half of Canadian assets, and require tailored advice
- By: Leah Golob
- September 22, 2017 October 30, 2019
- 10:35
Staying clear of tax mistakes and penalties
Adrienne Woodyard discusses how to avoid the most common tax filing errors and penalties (Part 3 of 4)
- By: Dan Richards, Adrienne Woodyard
- September 17, 2017 November 9, 2019
- 17:00
Why banning life insurance sales incentives won’t help consumers
Jim Ruta cautions that banning sales incentives may lead to fewer families with life insurance coverage
- By: Jim Ruta
- September 13, 2017 November 16, 2019
- 14:30
Don’t let tax documentation go wrong
From documents to deadlines, from fires to floods, Adrienne Woodyard discusses how to keep tax documentation up to CRA standards (Part 2 of 4)
- By: Dan Richards, Adrienne Woodyard
- September 10, 2017 November 9, 2019
- 17:30
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