Latest fintechs focus on saving
Advisors beware: These innovations will soon be making their mark in Canada
- By: donalee Moulton
- January 31, 2020 February 26, 2020
- 00:05
Top Stories in Building Your Business
Health apps and gadgets for seniors
Digital technology can not only help your older clients stay healthy. Some devices can even save lives
- By: Woodrow Pelley
- January 31, 2020 January 29, 2020
- 00:04
Positioning portfolios for a slowdown
Should clients stay the course, exit the market or review their asset mix?
- By: Dwarka Lakhan
- January 17, 2020 January 17, 2020
- 00:05
Mummification or being launched into space? Burial options for your client
A report looks at options ranging from plastination to being planted as a tree
- By: Maddie Johnson
- January 14, 2020 January 14, 2020
- 16:07
Practice Management
How to prioritize the time you spend with clients
Segmenting your book can help you serve clients better
- By: Mark Burgess
- December 2, 2019 December 2, 2019
- 10:56
Client Communications
Different demographics require different approaches
Tips on how advisors can best serve millennials and seniors
- By: Michelle Schriver
- November 13, 2019 November 17, 2019
- 16:42
Practice Management
Insights from an audit of a referral business
CSA reforms on referral arrangements have been put on the back burner — for now
- By: Michelle Schriver
- October 31, 2019 October 31, 2019
- 10:36
Client Communications
How to give advice that sticks
Knowing your client’s mindset — and your own — can help you tailor advice
- By: Greg Dalgetty
- October 2, 2019 November 17, 2019
- 15:13
Potential effects of the new degree requirement for CFPs
A degree will be required to earn the "Certified Financial Planner" designation, effective April 2022
- By: Michelle Schriver
- August 26, 2019 October 31, 2019
- 15:36
Industry News
Report reveals Canadians’ weak knowledge of retirement income
Employer plans, OAS and GIS were the least understood topics
- By: IE Staff
- May 13, 2019 October 31, 2019
- 12:55
Industry News
Advisors top list of retirement planning tools: survey
But advisors aren’t as popular with Gen X investors
- By: IE Staff
- May 13, 2019 October 31, 2019
- 10:30
Building Your Business
Singles: A growing demographic
The needs of single clients can differ from those of couples, so tailor your planning services appropriately
- By: Leah Golob
- May 3, 2019 November 6, 2019
- 00:12
Building Your Business
Tech Tips: Getting the most from your Wi-Fi
A mixture of the latest wireless networking standard and some configuration tricks can ensure that you have excellent coverage throughout your office
- By: Danny Bradbury
- May 3, 2019 November 6, 2019
- 00:10
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
- By: Woodrow Pelley
- November 23, 2018 November 17, 2019
- 00:08
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
- By: Beatrice Paez
- February 17, 2017 October 19, 2019
- 11:00
What to know when advising Muslim clients
Challenges include product availability, proper portfolio construction
- By: Jonathan Got
- February 1, 2024 February 1, 2024
- 15:36
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
- By: Michelle Schriver
- March 17, 2023 March 22, 2023
- 16:22
Securing financial independence for Canadians with disabilities
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
- By: Alyssa Mitha
- December 5, 2025 December 5, 2025
- 09:59
Take a generation-specific approach to financial planning: KPMG
43% of Canadians found it hard to see the value of a financial plan: KPMG
- By: Jonathan Got
- October 8, 2025 October 8, 2025
- 07:00
5 ways you can help clients navigate a successful business transition
Legacy protection demands careful planning and attention to detail — advisors have a role to play
- By: Dave Turnbull
- August 26, 2025 August 26, 2025
- 13:10
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
- By: Melissa Shin
- June 20, 2023 June 20, 2023
- 06:00
How to write a job posting for an assistant
Every job posting must answer three main questions
- By: Todd Humber
- June 9, 2023 June 9, 2023
- 09:00
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
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…
- By: Danny Bradbury
- July 27, 2018 November 16, 2019
- 00:09
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 November 16, 2019
- 00:11