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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

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Webinars

Post-traumatic growth webinar

In this webinar replay, learn how living through a crisis can make both you and your company stronger

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Client Communications

Is now the time to review clients’ risk tolerance?

Performing the know-your-client process during a pandemic has both pros and cons

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Practice Management

Advisors turning to webinars to educate clients

Online education also provides opportunity for prospecting

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Client Communications

Tips for video-conferencing with clients

Platforms like Skype and Zoom allow you to meet with clients virtually, but it’s essential that you protect your clients’ personal information

checking stock market data on a mobile device

Tech stocks offer risk and reward

Clients looking for investment opportunities in this rapidly changing sector must approach them with caution

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Latest fintechs focus on saving

Advisors beware: These innovations will soon be making their mark in Canada

technology for seniors

Health apps and gadgets for seniors

Digital technology can not only help your older clients stay healthy. Some devices can even save lives

Rear view of traffic jam with breaklights showing

Positioning portfolios for a slowdown

Should clients stay the course, exit the market or review their asset mix?

Research and Markets

Mummification or being launched into space? Burial options for your client

A report looks at options ranging from plastination to being planted as a tree

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Practice Management

How to prioritize the time you spend with clients

Segmenting your book can help you serve clients better

How to manage ethical dilemmas

An expert panel urged advisors to strictly adhere to a code of ethics

Losses in the time of Covid-19: Part 2

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

Losses in the time of Covid-19: Part 1

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

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

“Light planning” could expand access to financial advice

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

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

Succession planning tips from advisors

The succession planning process can be difficult, so plan ahead as much as possible

Stop putting off succession planning

An industry expert urged advisors to step up their game during IAFP's 2021 symposium

  • By: Katie Keir
  • September 24, 2021 September 24, 2021
  • 15:29

Making financial advice a family matter

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

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…

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…

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