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Canadians need more guidance on RRSPs

Report debunks common myths behind the recent decline in RRSP contributions

  • By: Leah Golob
  • January 25, 2018 January 25, 2018
  • 13:40
Retirement written on egg in hands, nest egg, savings

Solo Canadians fear running out of retirement savings

These individuals are afraid of rising daily living expenses, not having enough money for necessities and increasing health-care costs

  • By: Leah Golob
  • January 23, 2018 January 23, 2018
  • 11:50

Capacity is crucial for will preparation

Court ruling shows the need for independent professional advice in cases in which a client's mental state is questionable

The strongest way to start a new client interview

The strongest way to start a new client interview

Jim Ruta shares the best question advisors can ask at the start of a new client interview

  • By: Jim Ruta
  • December 20, 2017 January 18, 2018
  • 13:00

Ring in the new year with 10 tax tips

Questions to discuss with clients this December

  • By: IE Staff
  • December 18, 2017 January 21, 2018
  • 17:15
You’ve got to keep records to break records

You’ve got to keep records to break records

Jim Ruta explains why recording business activities and reporting to an “accountability partner” can nurture record-breaking results for advisors

  • By: Jim Ruta
  • December 12, 2017 January 18, 2018
  • 15:20
The first three topics a divorcing couple needs to discuss

The first three topics a divorcing couple needs to discuss

Nathalie Boutet explains what should be the priorities of a couple that has decided to dissolve a marriage

CRA provides advice on resolving tax-related issues

Here are some tips you could share with your clients if they need to make changes to their tax returns or file an objection

  • By: Leah Golob
  • December 8, 2017 January 21, 2018
  • 14:25
Two key HNW wealth preservation strategies

Two key HNW wealth preservation strategies

Greg Newman of Scotia Wealth Management explains two wealth preservation strategies that are key to holistic financial planning for affluent clients

Why enthusiasm makes a difference

Why enthusiasm makes a difference

Jim Ruta discusses how advisors can express enthusiasm when communicating with clients, and why it matters

  • By: Jim Ruta
  • December 5, 2017 January 18, 2018
  • 09:35
Help clients navigate the prenuptial agreement minefield

Help clients navigate the prenuptial agreement minefield

Nathalie Boutet explains how to help clients navigate the complex and challenging emotional side of prenuptial agreements

Don’t lose sight of the plan

Don’t lose sight of the plan

Greg Newman of Scotia Wealth Management explains why advisors must remind clients that a comprehensive financial plan is key for building long-term wealth

Four ways to break out of a sales slump

Four ways to break out of a sales slump

Sales slumps happen, says Jim Ruta, who shares four activities advisors can perform to break free

  • By: Jim Ruta
  • November 28, 2017 January 18, 2018
  • 14:15

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 January 18, 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 December 14, 2017
  • 09:00

Five steps to resolving conflict with a client

Seek advice and try to settle the issue in person

  • By: Leah Golob
  • August 24, 2017 January 22, 2018
  • 11:00

Canadians dipping into their RRSPs

A new report highlights the steady increase in the amount of money withdrawn from retirement savings to meet short-term needs

  • By: Leah Golob
  • February 15, 2018 February 15, 2018
  • 11:00

Canadians continue to live longer

However, the rate of improvement is slowing

  • February 14, 2018 February 15, 2018
  • 15:30

Canadian CFP professionals get digital credentials

Digital certificate and badge provide up-to-the-minute verification status across all online platforms

  • By: IE Staff
  • February 9, 2018 February 9, 2018
  • 12:57

Security breaches prove costly

Study estimates 41% of Canadian companies had sensitive data exposed last year

The letters after your name

From CFP to CDFA, the designations on your business card can be confusing to your clients, but are important to your career. Here's a guide to some of the credentials that can boost your cred - and what it takes to get them

Overcoming the Big Five challenges

Several trends shaping the financial advisory business will affect your practice. The keys to coming out ahead lie in improving your service and embracing technology

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 January 18, 2018
  • 14:30

Four ways to build a sense of urgency

Jim Ruta explains four ways insurance advisors can build a sense of urgency into their businesses to boost focus and efficiency

  • By: Jim Ruta
  • August 30, 2017 January 18, 2018
  • 16:35

Six ways to avoid advisor prejudice

Jim Ruta explains that prejudging prospects and clients can hold back your business — and offers tips on how advisors can boost results

  • By: Jim Ruta
  • August 22, 2017 January 18, 2018
  • 13:25

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 December 19, 2017
  • 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

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