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Echelon Wealth appoints chief client officer

Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath

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Why it’s important to involve the children of HNWIs in estate planning

Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition

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Creative differences

Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes

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Four ways to effect change

Why do so many advisors postpone making meaningful modifications to the way they work until they begin losing clients? Here are some steps you can…

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Tech Tips: Can you ditch your laptop?

Early tablets were designed to consume information, not to produce it. Now, vendors are offering up tablets as complete replacements that are able to keep…

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Groups introduce new strategic philanthropic designation for advisors

The program will allow advisors to develop strategic plans focused on philanthropy for individuals and families interested in charitable giving

  • By: IE Staff
  • September 20, 2018 February 14, 2019
  • 11:15
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Following your own advice

After decades of helping clients plan for retirement, do you have a plan of your own?

September 2018, page 24, image of Jennifer Ridedout

A quest for knowledge

Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans

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Canadians missing out on tax breaks for caregivers: poll

Canadians contribute an average $430 per month to care for aging or ill family members

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Trust betrayed

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.…

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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…

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IFIC expands Vulnerable Investors Resource Centre

New advisor materials on capacity and decision making now available

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DTC: Opening doors

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…

Help clients identify as investors

investors are more likely to say they understand the risks and benefits of their current investments

  • By: IE Staff
  • January 24, 2019 February 12, 2019
  • 15:00

CFIB finds Service Canada call centres lacking

A study gave the service small business owners receive a B-

  • By: IE Staff
  • January 8, 2019 February 12, 2019
  • 12:16

Special thanks

The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift…

Canadians boost RRSP holdings

Cautious investors represent an opportunity for advisors

  • By: IE Staff
  • January 29, 2019 February 12, 2019
  • 13:52

Financial planning’s persistent rise

As retiring baby boomers need help with their increasingly complex finances, planning becomes more critical

Half of working-age women worry they won’t have enough in retirement

43% of men have the same concern

  • By: IE Staff
  • January 8, 2019 February 12, 2019
  • 12:50

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

Tech Tips: Top tech mistakes

Careful planning will save time, money - and aggravation

Europe Blue-Chip Dividend & Growth Fund confirms termination date

Closed-end fund units will be redeemed on March 29

  • By: IE Staff
  • January 24, 2019 February 12, 2019
  • 09:27

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 February 12, 2019
  • 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 February 12, 2019
  • 16:35

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 February 12, 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