Anti-spam: Consent is critical
You’ll need permission to send certain emails, or face fines
- By: Tessie Sanci
- June 23, 2014 November 16, 2019
- 11:00
Latest news in Special Reports
The six most dangerous words for your business
In part 12 of Gaining Altitude, Dan Richards, CEO, Client Insights, explains six words that embody an approach that can be ruinous to your business…
- By: Dan Richards
- June 20, 2014 October 30, 2019
- 15:51
Younger advisors build business with mobile devices
The under 45-year-old crowd employ smartphones and tablets more than their older colleagues
- By: Clare O’Hara
- June 20, 2014 October 21, 2019
- 10:00
Insurance advisors embrace mobile
Advisors in the brokerage and mutual fund channels have been slower to adopt the new technologies
- By: Clare O’Hara
- June 19, 2014 October 30, 2019
- 23:00
Technology: Advisors go mobile
Survey says handheld devices make advisors more effective
- By: Megan Harman
- June 19, 2014 October 21, 2019
- 23:00
Why specializing in life insurance makes sense
In part six of Ruta’s Rules, Jim Ruta, managing partner, LifeAssist Software, explains why specializing in life insurance can lead to best results for advisors…
- By: Jim Ruta
- June 17, 2014 October 30, 2019
- 11:30
Advisors are not magicians
How to deal with clients who have not saved enough for retirement
- By: Ellen Bessner
- June 16, 2014 November 14, 2019
- 05:00
How an advisor website leads to one new client a week
In part 11 of Gaining Altitude, Dan Richards, CEO, Client Insights, explains how an investment management firm in Syracuse developed a website that delivers just…
- By: Dan Richards
- June 15, 2014 October 30, 2019
- 17:15
CIFPs 2014: Discussing estate planning risks with clients
Christy Sandles, senior will and estate planner, Scotiatrust, explains how to discuss the major risks and common errors that can derail a client’s estate plan.
- By: Christy Sandles
- June 13, 2014 October 31, 2019
- 08:30
This summer, try a new client-service strategy
Developing a unique plan for each client can boost your revenue
- By: Tessie Sanci
- June 12, 2014 October 30, 2019
- 09:51
List your value to clients
When your clients completely understand your services, your perceived value to them increases
- By: Fiona Collie
- June 11, 2014 November 17, 2019
- 10:40
Get out and connect with people
Summer is a good time to go out with your clients, your COIs and your team
- By: Tessie Sanci
- June 11, 2014 October 30, 2019
- 09:50
Planning to work is not a retirement plan
Many clients may be unable to work through their golden years
- By: Fiona Collie
- June 10, 2014 October 21, 2019
- 16:50
Planners should keep pushing for official recognition: List
The FPSC is urging individual financial planners to get involved in lobbying for recognition as a profession
- By: Megan Harman
- June 10, 2014 October 21, 2019
- 15:40
CIFPs 2014: Critical issues and deadlines for clients
Jamie Golombek, managing director of tax and estate planning for Canadian Imperial Bank of Commerce’s wealth advisory services division, discusses upcoming critical issues, deadlines and…
- By: Jamie Golombek
- June 10, 2014 October 21, 2019
- 14:15
Testamentary trusts still valuable tools
Despite tax changes, these trusts can be useful in certain estate planning scenarios
- By: Megan Harman
- June 10, 2014 October 21, 2019
- 12:30
Give your business a summer tune-up
This slower period is a great opportunity to make your practice more efficient
- By: Tessie Sanci
- June 10, 2014 October 30, 2019
- 09:45
CIFPs 2014: The evolution of the investment industry and professional standards
Susan Wolburgh Jenah, president & CEO, Investment Industry Regulatory Organization of Canada (IIROC), discusses the evolution of the investment regulatory landscape, including how to broach…
- By: Susan Wolburgh Jenah
- June 9, 2014 October 21, 2019
- 17:00
Canadians unprepared for living longer
Advisors can help clients consider additional risks as they approach retirement
- By: Megan Harman
- June 9, 2014 October 21, 2019
- 15:35
Qualify prospects with LinkedIn advanced search
Five tips for a successful advanced search
- By: Fiona Collie
- June 9, 2014 November 16, 2019
- 15:30
IIROC, OBSI discuss compensation refusals
Talks are meant to ensure OBSI remains a dispute resolution resource investors can trust
- By: Fiona Collie
- June 9, 2014 October 21, 2019
- 12:30
Owning a vacation property can have major tax implications
Here are some key talking tips to assist clients with their vacation property tax planning
- By: Jamie Golombek
- June 9, 2014 November 10, 2019
- 05:00
Four coming changes that will shape your business
In part 10 of Gaining Altitude, Dan Richards, CEO, Client Insights, identifies four coming changes to portfolio construction and how advisors will need to alter…
- By: Dan Richards
- June 8, 2014 October 30, 2019
- 17:00
Make the 10-3-1 activity formula work for you
In part five of Ruta’s Rules, Jim Ruta, managing partner, LifeAssist Software, outlines five key misconceptions about 10-3-1 that impact the efforts and results of…
- By: Jim Ruta
- June 4, 2014 October 30, 2019
- 05:00
Get more from improved LinkedIn feature
“Who’s viewed your profile” now gives you more information. Here’s how to take advantage
- By: Tessie Sanci
- June 3, 2014 November 16, 2019
- 10:30