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 July 22, 2019
- 11:30
Top Stories in Building Your Business
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 July 22, 2019
- 08:40
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 July 21, 2019
- 00:12
Tech Tips: Top tech mistakes
Careful planning will save time, money - and aggravation
- By: Danny Bradbury
- February 12, 2019 July 21, 2019
- 00:11
Canadians boost RRSP holdings
Cautious investors represent an opportunity for advisors
- By: IE Staff
- January 29, 2019 July 7, 2019
- 13:52
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 July 11, 2019
- 15:00
Europe Blue-Chip Dividend & Growth Fund confirms termination date
Closed-end fund units will be redeemed on March 29
- By: IE Staff
- January 24, 2019 July 21, 2019
- 09:27
Financial planning’s persistent rise
As retiring baby boomers need help with their increasingly complex finances, planning becomes more critical
- By: Fiona Collie
- January 21, 2019 July 7, 2019
- 00:05
Half of working-age women worry they won’t have enough in retirement
43% of men have the same concern
- By: IE Staff
- January 8, 2019 July 7, 2019
- 12:50
CFIB finds Service Canada call centres lacking
A study gave the service small business owners receive a B-
- By: IE Staff
- January 8, 2019 July 11, 2019
- 12:16
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 July 22, 2019
- 13:00
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 July 22, 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 July 22, 2019
- 12:56
Tech Tips: Tax software for your clients
Help your clients navigate a wide selection of tax preparation products to find the right one for their needs - and their device
- By: Danny Bradbury
- April 5, 2019 July 11, 2019
- 10:07
Your clients should feel valued
Clients often feel unimportant because of advisors' failure to manage the experience
- By: Dan Richards
- March 8, 2019 July 11, 2019
- 15:12
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 July 11, 2019
- 00:12
Report reveals Canadians’ weak knowledge of retirement income
Employer plans, OAS and GIS were the least understood topics
- By: IE Staff
- May 13, 2019 July 23, 2019
- 12:55
Advisors top list of retirement planning tools: survey
But advisors aren’t as popular with Gen X investors
- By: IE Staff
- May 13, 2019 July 22, 2019
- 10:30
Singles: A growing demographic
The needs of single clients can differ from those of couples, so tailor your planning services appropriately
- By: Leah Golob
- May 3, 2019 July 7, 2019
- 00:12
Tech Tips: Getting the most from your Wi-Fi
A mixture of the latest wireless networking standard and some configuration tricks can ensure that you have excellent coverage throughout your office
- By: Danny Bradbury
- May 3, 2019 July 21, 2019
- 00:10
Surveying the competitive landscape of wealth management
A look at the opportunities and risks advisors face
- By: Michelle Schriver
- May 2, 2019 July 21, 2019
- 12:11
How advisors can protect themselves from E&O claims
Tips on how to avoid claims, and what to do when claims arise
- By: Michelle Schriver
- April 29, 2019 July 22, 2019
- 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…
- By: Danny Bradbury
- July 27, 2018 July 23, 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 July 23, 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 July 23, 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
- By: Woodrow Pelley
- November 23, 2018 July 11, 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 July 7, 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 July 7, 2019
- 11:00