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IFIC expands Vulnerable Investors Resource Centre

New advisor materials on capacity and decision making now available

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DTC: Opening doors

Qualifying for the disability tax credit is key to receiving several valuable government benefits. Here's what you and your clients need to know about this…

Adirondack chairs at shore of Lake of Two Rivers, Ontario

Have an “unplugged” vacation

Taking a break from contact with the office is essential to getting rested and recharged

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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

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“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…

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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

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How to talk to clients about RI

Five steps to encourage the conversation

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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…

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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…

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More Canadians consider guaranteed life income products desirable

Segregated funds and annuities are two products that can help Canadians reach their goals

businessman in depression with hand on forehead

Financial literacy isn’t financial wellness for Canadian workers

Stress about retirement is the biggest financial worry among Canadians

checking stock market data on a mobile device

The insurtech gap

Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology

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Peering into the future

FPSC and IQPF update long-term projections for financial planners

Slideshow: Do you know what clients really think? Take our quiz

The Financial Comfort Zone Study offers insight into the relationships among financial advice, financial well-being and overall life satisfaction in Canadian society

  • By: IE Staff
  • March 26, 2018 August 14, 2018
  • 06:00

Two steps to create “revelation questions”

Jim Ruta explains how to create “revelation questions” for prospects that help them take advantage of the advice advisors offer

  • By: Jim Ruta
  • September 6, 2017 August 14, 2018
  • 10:25

Preparing your clients for a bear market

Begin discussing market downturns early in the relationship and revisit the topic frequently

  • By: Leah Golob
  • August 29, 2017 August 14, 2018
  • 09:00

Handling passive-investment rules

Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients

Financial planning aids asset retention: report

U.S. advisors are increasingly using financial planning to build trust with clients

Creative differences

Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes

Echelon Wealth appoints chief client officer

Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath

Why it’s important to involve the children of HNWIs in estate planning

Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition

Four ways to effect change

Why do so many advisors postpone making meaningful modifications to the way they work until they begin losing clients? Here are some steps you can…

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…

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…

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 August 14, 2018
  • 14:30

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

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

Casual Friday: Should you become a minimalist?

Advocates say the trend of reducing possessions, consumption and spending can be liberating. And you don’t have to give up everything