A year on, anti-spam enforcement ramps up
CASL penalties so far are few, but many more are expected
- By: Jim Middlemiss
- June 29, 2015 November 9, 2019
- 14:45
Latest news in Special Reports
Casual Friday: Minding your email etiquette
Your messages should be polite, personalized and professional
- By: Leah Golob
- June 26, 2015 November 17, 2019
- 10:05
Set up a new hire for success
Help new employees understand the organizational culture and provide regular feedback to get them off to a strong start
- By: Fiona Collie
- June 24, 2015 November 9, 2019
- 09:00
How to structure a financial advisory team
April-Lynn Levitt, a coach with The Personal Coach, discusses the three main team structures for financial advisors. She highlights team models associated with the highest…
- By: Fiona Collie, April-Lynn Levitt
- June 23, 2015 November 9, 2019
- 14:30
Finding the right person for your team
Develop a screening process to narrow down the pool of applicants and ask probing interview questions to identify the best candidate
- By: Fiona Collie
- June 23, 2015 November 9, 2019
- 10:45
Rookies: How to make a good first impression
Make up for inexperience by building credibility
- By: Leah Golob
- June 22, 2015 November 17, 2019
- 09:50
Casual Friday: Five etiquette tips for client meetings
Make sure visitors are comfortable, and minimize distractions
- By: Leah Golob
- June 19, 2015 November 17, 2019
- 10:10
Taking ETFs into the future
Horizons' co-CEO Steven Hawkins takes over as the firm continues to expand and build its award-winning ETFs
- By: Jade Hemeon
- June 18, 2015 November 9, 2019
- 23:00
Casual Friday: Top five client-meeting etiquette mistakes
Don’t wait until a client beaks into a fit of coughing before offering a beverage
- By: Leah Golob
- June 12, 2015 November 17, 2019
- 10:35
Include RESPs and RDSPs in client planning
Minister of State (Social Development) Candice Bergen reminds advisors to make sure they tell clients about government savings vehicles for education and the disabled (RESPs…
- By: Candice Bergen
- June 9, 2015 November 9, 2019
- 15:30
CIFPs 2015: Beat the robo-advisor competition
Shawn Brayman, president, PlanPlus Inc., explains how to compete against robo-advisory services by redefining your value proposition and billing model, focusing on areas where you…
- By: Shawn Brayman
- June 9, 2015 November 9, 2019
- 09:30
CIFPs 2015: The economics of retirement
Peter Drake, vice president, retirement & economic research with Fidelity Investments Canada ULC, discusses key economic and demographic trends that will impact future financial planning.…
- By: Peter Drake
- June 8, 2015 November 9, 2019
- 13:35
Competing against robo-advisors
Consistent service and fees are key areas where robo-advisory services have an edge
- By: Tessie Sanci
- June 8, 2015 November 9, 2019
- 10:50
Much opposition to ORPP at the CIFPs
Introduction of provincial plan means clients would substitute their TFSA or RRSP investments for the mandatory public pension
- By: Tessie Sanci
- June 8, 2015 November 9, 2019
- 06:45
Ensure your practice is properly protected
With claims against advisors on the rise, you need to ensure you obtain the proper E&O insurance for your practice by asking some key questions
- By: Megan Harman
- June 8, 2015 November 9, 2019
- 06:35
Time to go after millennial clients is now
Although there are misperceptions about this demographic, data show that these young adults are on track just the way baby boomers were 30 years ago
- By: Megan Harman
- June 8, 2015 November 9, 2019
- 06:30
CIFPs 2015: Tax update from Jamie Golombek
Jamie Golombek, managing director of tax and estate planning with CIBC’s wealth advisory services division, discusses key tax issues and upcoming tax changes that may…
- By: Jamie Golombek
- June 5, 2015 November 9, 2019
- 14:00
Advisors facing a regulatory storm
Regulatory developments both at home and abroad have resulted in an unprecedented landscape, lawyer says
- By: Tessie Sanci
- June 5, 2015 November 9, 2019
- 13:50
Much confusion remains on CRM2
The new regulatory system will necessitate advisors to follow incredibly detailed requirements
- By: Tessie Sanci
- June 5, 2015 November 9, 2019
- 13:10
Casual Friday: Avoid these four common etiquette blunders
In today’s hurried business culture you can forget your manners
- By: Leah Golob
- June 5, 2015 November 17, 2019
- 10:20
Raising the retirement age: Issues and consequences
Robert Brown, professor emeritus, University of Waterloo, discusses the actuarial impact of raising the retirement age. He outlines how key future demographics will impact retirement…
- By: Robert Brown
- June 5, 2015 November 9, 2019
- 09:10
CIFPs elects new chairman
James Boylan succeeds Tony Mahabir
- By: Megan Harman
- June 5, 2015 November 9, 2019
- 07:00
Rookies: four tips for working with your assistant
Your assistant should play the role of business partner
- By: Leah Golob
- June 4, 2015 November 9, 2019
- 11:00
How to develop an effective year-round client appreciation strategy
John and Rebecca Horwood, directors of wealth management at Richardson GMP Ltd. in Toronto, share insights on developing an effective year-round client appreciation strategy.
- By: Rebecca Horwood
- June 1, 2015 November 17, 2019
- 15:05
Show client appreciation with small gestures
Acknowledging the milestones in your clients’ lives – even with a simple phone call – keeps them engaged
- By: Tessie Sanci
- May 27, 2015 November 17, 2019
- 09:50