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Current estate plans fall short for many blended families

Financial planners must work very closely with questions to ensure their complex financial and estate goals are met

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“Transitional quality” a key factor in selling your book of business

The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary…

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Gig economy increasingly important to post-retirement clients

Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes

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How to talk to clients about RI

Five steps to encourage the conversation

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Moving on up

Many investment advisors are making the move to become portfolio managers, which enables them to spend more time with financial planning and investment management. The…

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Tech Tips: Keep your passwords safe

Those secret codes you create for your online accounts are inherently insecure, but there are steps you can take and tools you can use to…

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More Canadians consider guaranteed life income products desirable

Segregated funds and annuities are two products that can help Canadians reach their goals

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Financial literacy isn’t financial wellness for Canadian workers

Stress about retirement is the biggest financial worry among Canadians

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The insurtech gap

Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology

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Peering into the future

FPSC and IQPF update long-term projections for financial planners

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Mental capacity: the advisor’s role

When you suspect cognitive decline in an aging client, how can you ensure you serve that client's best interests while protecting his or her privacy?

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Fewer Canadians have disability insurance

Without the proper financial protection in place, workers are putting themselves and their families at risk

  • By: Leah Golob
  • April 24, 2018 February 12, 2019
  • 10:30
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Client loyalty not leading to referrals

Clients say advisors are not engaging in all aspects of their financial lives

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

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

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 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 February 12, 2019
  • 14:30

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