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staying connected during covid

Staying connected as Covid persists

Effective communication, whether digital or in person, remains key to strong client/advisor relationships

outlook 2022

Regulatory issues to watch in 2022

Several major initiatives could launch this year

Compliance Legal Rule Compliancy Conformity Concept

Top priority for regulators should be SRO reform

Editorial: Now, they need to ensure it’s done right.

  • By: IE Staff
  • January 24, 2022 January 24, 2022
  • 00:05
Toronto real estate

Crypto and real estate provide portfolio hedges

Clients with windfalls need to diversify and mitigate risk

Background of numbers seamless pattern calculations

Knowing your practice means understanding the numbers

In order to assess the value of your business, you must look beyond AUM, revenue and expenses

A different frame

HNW clients want guidance on the complex challenges that wealth can bring

Powering up your practice

Referrals are key to boosting your roster of HNW clients

Learning the language of the next generation

The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when…

How to keep a vacation property in the family using a reverse mortgage

Learn how the equity your clients have built in their primary residence can be used to renovate their vacation property.

The Seasons of an Advisor’s Life: Summer, a time for exploration and change

Have You Thought About What Season Your Practice is in?

How financial planners are extending portfolio longevity – and their client book

Learn how a reverse mortgage can provide your clients with tax-free cash flow and help preserve their retirement assets.

Fitch boosts Canadian coverage

Credit rating agency adding five senior analysts to it Toronto office

Handling passive-investment rules

Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients

Slideshow: How a firm’s ratings impact advisors’ recommendations

Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage

Hot housing market gives some Canadians cold comfort

Housing costs are a growing worry, BMO index finds

  • By: IE Staff
  • March 17, 2022 March 17, 2022
  • 15:02

Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

  • By: Rudy Luukko
  • January 24, 2022 January 24, 2022
  • 00:15

A win/win proposition

Clients don’t have to give up returns to embrace RI

  • By: Leah Golob
  • January 6, 2020 October 29, 2019
  • 00:01

Debunking Myths About IFAs

Many Canadians fail to consider Immediate Financing Arrangements (IFAs) when structuring their estates or supplementing their insurance coverage. Why? Because they assume IFAs are difficult…

Can IFAs help broach the insurance conversation with your clients?

PAID CONTENT Talking to your clients about the benefits of an IFA When talking to your clients about their overall financial plan, some topics are…

How can clients balance inflation vs. the cost of life insurance?

Rising inflation can impact cash flows for many Canadians, as well as the affordability of life insurance. It’s at such times that Advisors may need…