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…
Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes
Five steps to encourage the conversation
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…
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…
Segregated funds and annuities are two products that can help Canadians reach their goals
Stress about retirement is the biggest financial worry among Canadians
Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology
FPSC and IQPF update long-term projections for financial planners
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?
Without the proper financial protection in place, workers are putting themselves and their families at risk
Clients say advisors are not engaging in all aspects of their financial lives
Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations
The Financial Comfort Zone Study offers insight into the relationships among financial advice, financial well-being and overall life satisfaction in Canadian society
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
Millennials are more than twice as likely as boomers to feel that leaving a legacy is important
Website and podcast timed with the opening week of Canada’s Financial Literacy Month
IFSE launches Tip of the Day awareness campaign
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…
There are various email apps available to choose from, each with unique features and tools - from enhanced security to calendar integration - for use…
Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath
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…
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…
Jim Ruta cautions that banning sales incentives may lead to fewer families with life insurance coverage
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