CRA updates child-related tax folios
Revised folios provide tax guidance for clients who are parents, students or parents of students
- By: Melissa Shin
- December 17, 2018 March 18, 2019
- 13:00
Top Stories in Building Your Business
Newly wealthy clients need help with shifting priorities
Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity
- By: Michelle Schriver
- December 10, 2018 March 18, 2019
- 12:30
FPSC unveils new FP Canada details, introduces QAFP designation
Newly created division will deliver professional education programs and other tools to prospective and existing financial planners
- November 26, 2018 March 18, 2019
- 12:56
Special thanks
The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift…
- By: Donalee Moulton
- November 23, 2018 March 19, 2019
- 00:12
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 March 19, 2019
- 00:08
TFSA annual contribution limit rises to $6,000
The cumulative TFSA contribution limit in 2019 will be $63,500
- By: Rudy Mezzetta
- November 19, 2018 March 18, 2019
- 13:45
Focus on making philanthropy personal
With a focused approach to giving, clients can measure their impact and feel connected to their causes
- By: Anne-Marie Vettorel
- November 15, 2018 March 9, 2019
- 13:55
Wealthy millennials will reshape philanthropic giving
Millennials are more than twice as likely as boomers to feel that leaving a legacy is important
- By: Anne-Marie Vettorel
- November 13, 2018 March 18, 2019
- 11:40
Advocis puts new spin on financial literacy
Website and podcast timed with the opening week of Canada’s Financial Literacy Month
- By: Anne-Marie Vettorel
- November 7, 2018 March 18, 2019
- 12:30
November is Financial Literacy Month
IFSE launches Tip of the Day awareness campaign
- By: Anne-Marie Vettorel
- November 1, 2018 March 18, 2019
- 14:30
CRA increases maximum pensionable earnings for the CPP
The increase of 2.7% to $57,400 from $55,900 was calculated according to a formula that takes into account the growth in average weekly wages and…
- By: IE Staff
- November 1, 2018 March 18, 2019
- 10:00
Parental guidance
Clients with aging parents may need help in ensuring those seniors are prepared for what lies ahead
- By: Catherine Harris
- October 26, 2018 March 17, 2019
- 00:06
A cure for yearend gloom
This five-step review of your practice can help you prepare for the challenges that lie ahead and boost your confidence in your ability to thrive…
- By: George Hartman
- October 26, 2018 March 18, 2019
- 00:05
Your clients should feel valued
Clients often feel unimportant because of advisors' failure to manage the experience
- By: Dan Richards
- March 8, 2019 March 19, 2019
- 15:12
Help clients identify as investors
investors are more likely to say they understand the risks and benefits of their current investments
- By: IE Staff
- January 24, 2019 March 19, 2019
- 15:00
CFIB finds Service Canada call centres lacking
A study gave the service small business owners receive a B-
- By: IE Staff
- January 8, 2019 March 19, 2019
- 12:16
After the rush: Post-RRSP reviews
Now that the contribution deadline has passed, this is a good time to review your clients' changing needs
- By: Dwarka Lakhan
- March 8, 2019 March 17, 2019
- 15:11
Many women put their retirements at risk making financial sacrifices
By their late 50s, women have saved approximately half of what men have saved
- By: IE Staff
- February 21, 2019 March 18, 2019
- 11:30
B.C. Child Opportunity Benefit a centrepiece of provincial budget
The new program will provide almost $400 million a year to about 290,000 families
- By: Canadian Press
- February 20, 2019 March 18, 2019
- 08:40
Your clients and mental health
Problems such as depression and addiction can affect a client's ability to make financial decisions
- By: Leah Golob
- March 8, 2019 March 18, 2019
- 15:10
Ten essential practice technologies
Advisors who embrace technology experience deeper client relationships, greater efficiency and growing businesses. Here's a look at the top tools for a sound, tech-based practice
- By: George Hartman
- February 12, 2019 March 18, 2019
- 00:12
Tech Tips: Top tech mistakes
Careful planning will save time, money - and aggravation
- By: Danny Bradbury
- February 12, 2019 March 18, 2019
- 00:11
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 March 17, 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 March 17, 2019
- 00:11
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 March 5, 2019
- 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
- By: Leah Golob
- July 28, 2017 March 5, 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 March 5, 2019
- 11:00
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
- By: Beatrice Paez
- January 27, 2017 March 5, 2019
- 12:30