The Financial Comfort Zone Study offers insight into the relationships among financial advice, financial well-being and overall life satisfaction in Canadian society
The Ontario Securities Commission’s Senior Strategy aims to address the changing needs and priorities of older individuals
FPSC study reveals that many Canadian women have “very little” knowledge about finances while more than half don’t have a written financial plan
Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk
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…
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…
One-third are still not aware of the tax penalties associated with over-contribution
From credit card debt to a mortgage, retirees struggle with expenses
A new report highlights the steady increase in the amount of money withdrawn from retirement savings to meet short-term needs
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…
You don't have to be a geek to bring your practice up to technological speed. Just a few upgrades - such as a big-screen TV…
However, the rate of improvement is slowing
Digital certificate and badge provide up-to-the-minute verification status across all online platforms
Five steps to encourage the conversation
Jim Ruta explains how to create “revelation questions” for prospects that help them take advantage of the advice advisors offer
Begin discussing market downturns early in the relationship and revisit the topic frequently
Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse.…
New advisor materials on capacity and decision making now available
Qualifying for the disability tax credit is key to receiving several valuable government benefits. Here's what you and your clients need to know about this…
Taking a break from contact with the office is essential to getting rested and recharged
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…
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…
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…
Jim Ruta cautions that banning sales incentives may lead to fewer families with life insurance coverage
Jim Ruta explains four ways insurance advisors can build a sense of urgency into their businesses to boost focus and efficiency
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
Advocates say the trend of reducing possessions, consumption and spending can be liberating. And you don’t have to give up everything