Top Stories in Building Your Business

Succession planning tips from advisors

The succession planning process can be difficult, so plan ahead as much as possible

succession planning

Stop putting off succession planning

An industry expert urged advisors to step up their game during IAFP's 2021 symposium

  • By: Katie Keir
  • September 24, 2021 September 24, 2021
  • 15:29
Elke Rubach and Emily Strike

Making financial advice a family matter

Elke Rubach was a successful lawyer when she discovered her passion for helping people understand finances

digital assets

Planning is key to securing digital assets

Clients should take inventory of all online accounts as their first step in creating a digital estate plan

client meeting

Losses in the time of Covid-19: Part 2

Help your business-owner clients who are disputing a tax loss with the CRA

client meeting

“Light planning” could expand access to financial advice

Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved

client meeting

Losses in the time of Covid-19: Part 1

Help your business-owner clients who experienced a loss last year

You’ve got mail

How to create a great e-newsletter for your clients

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

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

new rules

Get ready for new trust reporting rules

New disclosure rules come into effect in the 2021 tax year

The pandemic could affect when and how clients divorce

Lawyers explain the factors around choosing valuation dates for assets

Protecting yourself from claims when clients are stressed

Dissatisfied investors may confront advisors due to poor performance

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

What to know when advising Muslim clients

Challenges include product availability, proper portfolio construction

The slow work of converting social media followers to clients

Committing to a platform and showing your personality can help with prospecting

  • By: Mark Burgess
  • September 22, 2023 September 22, 2023
  • 08:35

How financial advisors dealt with the SVB collapse

Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients

Alternative investments can support a pension-style portfolio for high-net-worth clients

But due diligence and relative weighting matter

Serving the suddenly high-net-worth

Money doesn’t come with a manual — it’s up to advisors guide the newly wealthy

Financial planning for kids with disabilities

A personal story about the role financial advisors play in support of parents like me

  • By: Liz Lepore
  • April 25, 2025 April 25, 2025
  • 11:23

Firm hopes to support younger advisors through new practice financing program

Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

How to write a job posting for an assistant

Every job posting must answer three main questions

In tight labour market, finding a good assistant isn’t getting any easier

Firms should focus on retention as well as recruitment

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…

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 November 16, 2019
  • 14:30