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Tech Tips: The tech-savvy office

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…

Scenic mature couple holding hands together and looking abroad during retirement vacation

Canadians continue to live longer

However, the rate of improvement is slowing

  • February 14, 2018 February 15, 2018
  • 15:30
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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
Phishing via internet isometric vector concept illustration Hacking credit card information website Cyber banking attack Online security

Cybersecurity breaches prove costly

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

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Generations struggle to save for retirement

Millennials expect an even greater difficulty than their older counterparts

  • February 8, 2018 February 8, 2018
  • 11:45
alphabet letter tiles

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…

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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

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Expanding your business with centres of influence

Building a strong referral network can be beneficial for all parties involved

  • By: Leah Golob
  • January 31, 2018 February 9, 2018
  • 10:31
Close-up Of Businessman With Tax Time Reminder Note On Alarm Clock At Desk

CRA’s EFILE to re-open Feb. 26

The later opening puts added pressure on Canadians to get organized and file on time

  • By: IE Staff
  • January 31, 2018 January 31, 2018
  • 10:20
last will and testament waiting to be filled and signed

Affluent Canadians not disclosing estate plans with heirs

Blended families are more likely to indicate a lack of trust in their beneficiaries' ability to manage their wealth

  • By: Leah Golob
  • January 30, 2018 January 30, 2018
  • 12:20
Overhead view of young business men shaking hands

The power of prospecting

Employing both digital and traditional prospecting strategies on a regular basis are crucial to growing your practice

  • By: Leah Golob
  • January 30, 2018 January 30, 2018
  • 10:15
Businesswoman Calculating Expenses on Printed Receipts

Develop your unique value proposition

Catering to all clients may seem like a good path to growth, but carving out a specialization can be a more effective approach

  • By: Leah Golob
  • January 29, 2018 January 30, 2018
  • 11:35
Piggy bank with national flag of Canada

Stocks boost pensions in 2017

Pension managers posted a median return of 8.6%

  • January 25, 2018 March 29, 2018
  • 15:10

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

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

CPP Fund posts 11.6% return in fiscal 2018

The main driver of growth was last year’s stock markets surge

More Canadians consider guaranteed life income products desirable

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

Financial literacy isn’t financial wellness for Canadian workers

Stress about retirement is the biggest financial worry among Canadians

The insurtech gap

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

Client loyalty not leading to referrals

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

IFSE Institute introduces career tool

Career Pathways aims to help financial services professionals just starting out or looking to advance in their careers

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 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

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