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Your clients and mental health

Problems such as depression and addiction can affect a client's ability to make financial decisions

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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

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Tech Tips: Top tech mistakes

Careful planning will save time, money - and aggravation

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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 March 18, 2019
  • 09:27
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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…

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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…

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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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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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Following your own advice

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

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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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Have an “unplugged” vacation

Taking a break from contact with the office is essential to getting rested and recharged

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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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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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The insurtech gap

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

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Client loyalty not leading to referrals

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

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IFSE Institute introduces career tool

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

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Learnedly launches ETF course for mutual fund reps

The proficiency course follows requirements set out by the MFDA

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Tech Tips: Roam, without getting robbed

Using your cellphone for calls, text and data while travelling can lead to some surprising charges when you get home. Here are some ways to…

Tech Tips: The tech-savvy office

You don't have to be a geek to bring your practice up to technological speed. Just a few upgrades - such as a big-screen TV…

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Cybersecurity breaches prove costly

Study estimates 41% of Canadian companies had sensitive data exposed last year

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The letters after your name

From CFP to CDFA, the designations on your business card can be confusing to your clients, but are important to your career. Here's a guide…

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Overcoming the Big Five challenges

Several trends shaping the financial advisory business will affect your practice. The keys to coming out ahead lie in improving your service and embracing technology