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How advisors can protect themselves from E&O claims

Tips on how to avoid claims, and what to do when claims arise

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How to become a new economy advisor in five steps

CEO of The Big Idea Company shares tips on client engagement

Female advisor meeting with male client at hotel lobby
News

The budget and your clients

Feds create new annuity options, enhance Homebuyers’ Plan

  • By: IE Staff
  • April 5, 2019 October 31, 2019
  • 10:27
tax calculator with red button
Building Your Business

On deadline: Tax tips

Even if you don't prepare your clients' taxes, you can help with these pointers

Smiling businessman calculates taxes and gesturing thumbs up
Building Your Business

Tech Tips: Tax software for your clients

Help your clients navigate a wide selection of tax preparation products to find the right one for their needs - and their device

Silhouttes of Two Business People Having a Handshake
Building Your Business

Your clients should feel valued

Clients often feel unimportant because of advisors' failure to manage the experience

boomer couple signing contract with financial planner
Building Your Business

After the rush: Post-RRSP reviews

Now that the contribution deadline has passed, this is a good time to review your clients' changing needs

Depression, business man sitting on ground street concrete stairs suffering emotional pain,
Building Your Business

Your clients and mental health

Problems such as depression and addiction can affect a client's ability to make financial decisions

  • By: Leah Golob
  • March 8, 2019 November 6, 2019
  • 15:10
Close-up Of Businesswoman Stopping The Effect Of Domino With Hand
Industry News

Many women put their retirements at risk making financial sacrifices

By their late 50s, women have saved approximately half of what men have saved

  • By: IE Staff
  • February 21, 2019 October 31, 2019
  • 11:30
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Industry News

B.C. Child Opportunity Benefit a centrepiece of provincial budget

The new program will provide almost $400 million a year to about 290,000 families

business chart showing financial success

Ten essential practice technologies

Advisors who embrace technology experience deeper client relationships, greater efficiency and growing businesses. Here's a look at the top tools for a sound, tech-based practice

Businessman confused and being in bad temper with error message on computer.

Tech Tips: Top tech mistakes

Careful planning will save time, money - and aggravation

RRSP piggybank
Financial Planning

Canadians boost RRSP holdings

Cautious investors represent an opportunity for advisors

  • By: IE Staff
  • January 29, 2019 October 31, 2019
  • 13:52

The pandemic could affect when and how clients divorce

Lawyers explain the factors around choosing valuation dates for assets

Is now the time to review clients’ risk tolerance?

Performing the know-your-client process during a pandemic has both pros and cons

Advisors turning to webinars to educate clients

Online education also provides opportunity for prospecting

Cost control is paramount during uncertain markets, say advisors

Portfolio managers at Inside ETFs talked about the importance of managing both fees and performance expectations

Positioning portfolios for a slowdown

Should clients stay the course, exit the market or review their asset mix?

Potential effects of the new degree requirement for CFPs

A degree will be required to earn the "Certified Financial Planner" designation, effective April 2022

Protecting yourself from claims when clients are stressed

Dissatisfied investors may confront advisors due to poor performance

To be continued

Advisory firms were forced to act quickly to deploy their business continuity plans and adapt to the challenges posed by Covid-19

Coach’s Forum: Make the transition to “transition coach”

Helping business-owner clients transfer their businesses can enable you to end your career on a high note

Dynamic launches emerging market equities fund

Inflows to emerging markets have soared in recent months

  • By: IE Staff
  • March 1, 2021 March 1, 2021
  • 11:10

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…

Just say “no” to holiday stress

Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced

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 October 19, 2019
  • 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