Slideshow: Help clients avoid these common tax return errors
With the tax return deadline looming, many Canadians are finding themselves scrambling to get their finances in order
- By: Leah Golob
- April 5, 2018 April 5, 2018
- 18:00
Top Stories in Building Your Business
Learnedly launches ETF course for mutual fund reps
The proficiency course follows requirements set out by the MFDA
- By: Leah Golob
- April 4, 2018 April 5, 2018
- 12:50
Clients and mental capacity
As financial advisors struggle to deal with clients who may be experiencing a decline in their cognitive abilities, regulators are responding to the need for…
- By: Patricia Chisholm
- March 29, 2018 March 29, 2018
- 00:11
Slideshow: Do you know what clients really think? Take our quiz
The Financial Comfort Zone Study offers insight into the relationships among financial advice, financial well-being and overall life satisfaction in Canadian society
- By: IE Staff
- March 26, 2018 March 26, 2018
- 06:00
Slideshow: Major challenges facing seniors
The Ontario Securities Commission’s Senior Strategy aims to address the changing needs and priorities of older individuals
- By: IE Staff
- March 20, 2018 March 20, 2018
- 16:15
Women still need help understanding finances
FPSC study reveals that many Canadian women have “very little” knowledge about finances while more than half don’t have a written financial plan
- By: Leah Golob
- March 5, 2018 April 13, 2018
- 13:44
Court case reveals risks in gifting assets
Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk
- By: Patricia Chisholm
- March 1, 2018 March 2, 2018
- 00:14
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 2, 2018
- 00:11
Tech Tips: Roam, without getting robbed
Using your cellphone for calls, text and data while travelling can lead to some surprising charges when you get home. Here are some ways to…
- By: Danny Bradbury
- March 1, 2018 March 13, 2018
- 00:10
Canadians could use some help with TFSAs
One-third are still not aware of the tax penalties associated with over-contribution
- By: Leah Golob
- February 28, 2018 February 28, 2018
- 12:48
Canadian retirees burdened with debt
From credit card debt to a mortgage, retirees struggle with expenses
- By: Leah Golob
- February 21, 2018 February 21, 2018
- 14:30
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
Cryptocurrencies and your clients
When your client asks you about bitcoin - or any other speculative investment - remember to consider that client's long-term goals. There are ways to…
- By: Fiona Collie
- February 15, 2018 February 23, 2018
- 00:15
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
CPP Fund posts 11.6% return in fiscal 2018
The main driver of growth was last year’s stock markets surge
- By: David Paddon
- May 17, 2018 May 17, 2018
- 13:45
More Canadians consider guaranteed life income products desirable
Segregated funds and annuities are two products that can help Canadians reach their goals
- By: Leah Golob
- May 15, 2018 May 15, 2018
- 10:25
Financial literacy isn’t financial wellness for Canadian workers
Stress about retirement is the biggest financial worry among Canadians
- By: Leah Golob
- May 9, 2018 May 9, 2018
- 14:45
The insurtech gap
Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology
- By: Dwarka Lakhan
- May 3, 2018 May 3, 2018
- 15:23
Client loyalty not leading to referrals
Clients say advisors are not engaging in all aspects of their financial lives
- By: James Langton
- April 23, 2018 April 24, 2018
- 14:45
IFSE Institute introduces career tool
Career Pathways aims to help financial services professionals just starting out or looking to advance in their careers
- By: Leah Golob
- April 11, 2018 April 11, 2018
- 15:15
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
- By: Beatrice Paez
- February 17, 2017 December 19, 2017
- 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 December 19, 2017
- 12:30