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…
- By: Danny Bradbury
- February 15, 2018 February 22, 2018
- 00:10
Top Stories in Building Your Business
Canadians continue to live longer
However, the rate of improvement is slowing
- February 14, 2018 February 15, 2018
- 15:30
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
Cybersecurity breaches prove costly
Study estimates 41% of Canadian companies had sensitive data exposed last year
- By: Canadian Press
- February 8, 2018 February 22, 2018
- 13:30
Generations struggle to save for retirement
Millennials expect an even greater difficulty than their older counterparts
- February 8, 2018 February 8, 2018
- 11:45
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…
- By: Wendy Cuthbert
- February 5, 2018 February 5, 2018
- 00:12
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
- By: George Hartman
- February 5, 2018 February 7, 2018
- 00:11
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
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
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
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
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
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
- By: David Paddon
- May 17, 2018 May 17, 2018
- 13:45
More Canadians consider guaranteed life income products desirable
Segregated funds and annuities are two products that can help Canadians reach their goals
- By: Leah Golob
- May 15, 2018 May 15, 2018
- 10:25
Financial literacy isn’t financial wellness for Canadian workers
Stress about retirement is the biggest financial worry among Canadians
- By: Leah Golob
- May 9, 2018 May 9, 2018
- 14:45
The insurtech gap
Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology
- By: Dwarka Lakhan
- May 3, 2018 May 3, 2018
- 15:23
Client loyalty not leading to referrals
Clients say advisors are not engaging in all aspects of their financial lives
- By: James Langton
- April 23, 2018 April 24, 2018
- 14:45
IFSE Institute introduces career tool
Career Pathways aims to help financial services professionals just starting out or looking to advance in their careers
- By: Leah Golob
- April 11, 2018 April 11, 2018
- 15:15
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…
- By: Dan Richards
- March 1, 2018 March 2, 2018
- 00:11
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
- By: Beatrice Paez
- February 17, 2017 December 19, 2017
- 11:00
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
- By: Beatrice Paez
- January 27, 2017 December 19, 2017
- 12:30