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“Transitional quality” a key factor in selling your book of business

The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary…

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Gig economy increasingly important to post-retirement clients

Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes

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How to talk to clients about RI

Five steps to encourage the conversation

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Moving on up

Many investment advisors are making the move to become portfolio managers, which enables them to spend more time with financial planning and investment management. The…

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Tech Tips: Keep your passwords safe

Those secret codes you create for your online accounts are inherently insecure, but there are steps you can take and tools you can use to…

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More Canadians consider guaranteed life income products desirable

Segregated funds and annuities are two products that can help Canadians reach their goals

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Financial literacy isn’t financial wellness for Canadian workers

Stress about retirement is the biggest financial worry among Canadians

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The insurtech gap

Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology

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Peering into the future

FPSC and IQPF update long-term projections for financial planners

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Mental capacity: the advisor’s role

When you suspect cognitive decline in an aging client, how can you ensure you serve that client's best interests while protecting his or her privacy?

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Fewer Canadians have disability insurance

Without the proper financial protection in place, workers are putting themselves and their families at risk

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Client loyalty not leading to referrals

Clients say advisors are not engaging in all aspects of their financial lives

Many hands choosing cryptocurrency coins from box labeled ICO

Cryptogiving.ca matches digital currency donors with charities

Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations

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 August 14, 2018
  • 06:00

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 August 14, 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 August 14, 2018
  • 09:00

Wealthy millennials will reshape philanthropic giving

Millennials are more than twice as likely as boomers to feel that leaving a legacy is important

Advocis puts new spin on financial literacy

Website and podcast timed with the opening week of Canada’s Financial Literacy Month

November is Financial Literacy Month

IFSE launches Tip of the Day awareness campaign

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…

Tech Tips: Get your email under control

There are various email apps available to choose from, each with unique features and tools - from enhanced security to calendar integration - for use…

Echelon Wealth appoints chief client officer

Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath

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…

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 August 14, 2018
  • 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

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