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Many hands choosing cryptocurrency coins from box labeled ICO

Cryptogiving.ca matches digital currency donors with charities

Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations

Male hand with pen on the investment chart with calculator and canadian dollars

Nearly half of existing mortgages face renewal in 2018: report

The increase in renewals comes as mortgage rates have been rising

Business man at a fork in the road

IFSE Institute introduces career tool

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

Hand with chalk is drawing Risk and reward balance scale on the chalkboard

Reducing debt or investing a tax refund depends on your client’s situation

The choice between saving or reducing debt has become an increasingly important decision

Piggybank With Eyeglasses And Calculator On Wooden Table

Six changes for clients to consider this tax-filing season

Tax changes this year impact students, parents, caregivers and more

Businessman Using Calculator With Piggybank And Stack Of Coins On Desk

Slideshow: Help clients avoid these common tax return errors

With the tax return deadline looming, many Canadians are finding themselves scrambling to get their finances in order

Macro view of laptop computer, tablet and smarphone

Learnedly launches ETF course for mutual fund reps

The proficiency course follows requirements set out by the MFDA

closeup old hand with crutch

Clients and mental capacity

As financial advisors struggle to deal with clients who may be experiencing a decline in their cognitive abilities, regulators are responding to the need for…

Couple getting financial retirement advice from consultant at home

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 August 14, 2018
  • 06:00
Senior people walking on the beach

Slideshow: Major challenges facing seniors

The Ontario Securities Commission’s Senior Strategy aims to address the changing needs and priorities of older individuals

  • By: IE Staff
  • March 20, 2018 August 14, 2018
  • 16:15
Lady overwhelmed by debt, tax, tax forms

Women still need help understanding finances

FPSC study reveals that many Canadian women have “very little” knowledge about finances while more than half don’t have a written financial plan

Judge gavel, scales of justice and law books in court

Court case reveals risks in gifting assets

Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk

Investment Executive table: Catalyst for referrals

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…

How to talk to clients about RI

Five steps to encourage the conversation

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 August 14, 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 August 14, 2018
  • 09:00

Focus on making philanthropy personal

With a focused approach to giving, clients can measure their impact and feel connected to their causes

Wealthy millennials will reshape philanthropic giving

Millennials are more than twice as likely as boomers to feel that leaving a legacy is important

Advocis puts new spin on financial literacy

Website and podcast timed with the opening week of Canada’s Financial Literacy Month

A cure for yearend gloom

This five-step review of your practice can help you prepare for the challenges that lie ahead and boost your confidence in your ability to thrive…

Tech Tips: Get your email under control

There are various email apps available to choose from, each with unique features and tools - from enhanced security to calendar integration - for use…

Echelon Wealth appoints chief client officer

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

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 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 August 14, 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 August 14, 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

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