Home Building Your Business Practice Management What clients should know about behavioural finance

What clients should know about behavioural finance

By: Lisa Kramer
August 16, 2010 October 30, 2019
12:46

Latest news In 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

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

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

Surveying the competitive landscape of wealth management

A look at the opportunities and risks advisors face

By: Michelle Schriver
May 2, 2019 October 30, 2019
12:11

Today's top stories

Fed rolls out $2.3 trillion plan to stabilize economy

More than one in 10 workers have lost their jobs to the coronavirus outbreak

By: Martin Crutsinger, The Associated Press
April 9, 2020 April 9, 2020
10:52

CSA pauses policy work

Regulators may provide further relief to industry, help for investors

By: James Langton
April 9, 2020 April 9, 2020
11:51

Canoe Financial to acquire Fiera’s retail mutual funds

The transaction is expected to close in June

By: IE Staff
April 9, 2020 April 9, 2020
12:10

Government help during Covid-19: a summary

Let clients know about available assistance

By: IE staff, with files from Canadian Press
April 3, 2020 April 8, 2020
12:00