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Top Stories in Building Your Business

Elke Rubach and Emily Strike
Building Your Business

Making financial advice a family matter

Elke Rubach was a successful lawyer when she discovered her passion for helping people understand finances

digital assets
Building Your Business

Planning is key to securing digital assets

Clients should take inventory of all online accounts as their first step in creating a digital estate plan

client meeting
Client Communications

Losses in the time of Covid-19: Part 2

Help your business-owner clients who are disputing a tax loss with the CRA

client meeting
Industry News

“Light planning” could expand access to financial advice

Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved

client meeting
Client Communications

Losses in the time of Covid-19: Part 1

Help your business-owner clients who experienced a loss last year

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Client Communications

You’ve got mail

How to create a great e-newsletter for your clients

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Products

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
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Financial Planning

Cost control is paramount during uncertain markets, say advisors

Portfolio managers at Inside ETFs talked about the importance of managing both fees and performance expectations

new rules

Get ready for new trust reporting rules

New disclosure rules come into effect in the 2021 tax year

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Client Communications

The pandemic could affect when and how clients divorce

Lawyers explain the factors around choosing valuation dates for assets

Compliance Rules Law Regulation Policy Business Technology concept.
Practice Management

Protecting yourself from claims when clients are stressed

Dissatisfied investors may confront advisors due to poor performance

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Building Your Business

To be continued

Advisory firms were forced to act quickly to deploy their business continuity plans and adapt to the challenges posed by Covid-19

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Building Your Business

Coach’s Forum: Make the transition to “transition coach”

Helping business-owner clients transfer their businesses can enable you to end your career on a high note

How to stay the course in tough markets

Diversification, planning and time are an advisor’s best friends when volatility strikes

How to talk to clients about debt

A holistic approach to clients’ finances can help them prepare for interest-rate hikes and get out of debt faster

How to reassure clients about cybersecurity

Preparing a security guide for clients is a best practice, says an IT expert

Securing credit in a rising-rate environment

You and your clients may need to get creative in brainstorming strategies for borrowing

How to help clients plan for career changes

Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers

Tips for surviving next year’s RRSP season

If you've been overwhelmed over the past month, two financial advisors offer ideas for improving your experience in 2023

Tips for advisors starting the succession planning process

Thinking about retirement doesn't have to be difficult

  • By: Katie Keir
  • November 22, 2021 November 19, 2021
  • 09:04

Practice assessment tips for advisors working on succession

An expert explains how and why to prepare details about your practice and clients

  • By: Katie Keir
  • November 22, 2021 November 19, 2021
  • 09:02

Choosing and working with a successor for your practice

Tips for finding the right person

  • By: Katie Keir
  • November 22, 2021 November 19, 2021
  • 09:00

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 November 16, 2019
  • 14:30

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

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