Advice industry at breaking point
Choice and access to financial products, services and advice will diminish if compliance costs are not reined in, says Advocis CEO
- By: Fiona Collie
- October 28, 2013 April 6, 2019
- 12:00
Latest news in Special Reports
Build stronger working relationships with support staff
Kenneth Dick, portfolio manager & branch manager at Canaccord Genuity Wealth Management, gives tips from the field on how advisors can establish stronger relationships with…
- By: Dan Richards, Ken Dick
- October 28, 2013 October 30, 2019
- 05:00
What your client advisory board members can expect
Make sure they understand their responsibilities — and yours
- By: Tessie Sanci
- October 25, 2013 October 30, 2019
- 10:51
Protecting elderly clients from fraud
Watch for red flags, such as clients unexpectedly asking for a quick withdrawal of funds
- By: Fiona Collie
- October 25, 2013 October 31, 2019
- 05:00
Who should be on your client advisory board?
Your nine to 12 members should represent four key roles
- By: Tessie Sanci
- October 24, 2013 October 30, 2019
- 10:15
Signs an elderly client may be a victim of fraud
Matthew McGuire, national anti-money laundering practice leader with MNP LLP in Toronto, discusses the signs that an elderly client may be a victim of fraud.…
- By: Matt McGuire
- October 24, 2013 October 31, 2019
- 05:00
Four questions to ask before setting up a client advisory board
You must be willing to listen and follow through on recommendations
- By: Tessie Sanci
- October 23, 2013 October 30, 2019
- 10:45
Keeping clients’ plans on track in retirement
Continue with regular meetings, and ensure clients remain engaged with their investments after they retire
- By: Fiona Collie
- October 23, 2013 October 31, 2019
- 05:00
Ruta’s Rules: Everyone is in sales
In part four of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains that everyone is in sales — even those who think they…
- By: Jim Ruta
- October 23, 2013 October 30, 2019
- 05:00
Customize your service to meet older clients’ needs
Certain soft skills can come in handy when working with clients whose health is in decline
- By: Fiona Collie
- October 22, 2013 October 31, 2019
- 05:00
Three key ingredients for financial planners to succeed
Shannon Burch, district vice president at Bank of Nova Scotia in Calgary, explains the three key attributes that financial advisors need to succeed. With several…
- By: Dan Richards, Shannon Burch
- October 20, 2013 October 30, 2019
- 17:50
Ruta’s Rules: Tell your title like it is
In part three of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, outlines the benefits of ensuring your title describes precisely what you do…
- By: Jim Ruta
- October 16, 2013 October 30, 2019
- 09:30
Dividends or salary for small-biz owners?
Changes announced in the spring budget mean the tax gap between dividends and wages for small businesses will narrow
- By: Dwarka Lakhan
- October 14, 2013 November 6, 2019
- 23:00
New charitable tax credit not so “super”
Tax specialists say the effort to encourage new donors will have limited application for most clients. The new "supercredit" applies only to those who have…
- By: Fiona Collie
- October 14, 2013 November 6, 2019
- 23:00
Your American clients and the IRS
The long arm of U.S. tax law will hit next summer when FATCA, the U.S. legislation that targets Americans with money in accounts held outside…
- By: Rudy Mezzetta
- October 14, 2013 November 6, 2019
- 23:00
Restrictions on treaty shopping coming
In line with a major initiative by the OECD, Canada is signalling a significant crackdown on "treaty shopping" by global companies. But experts note that…
- By: Dwarka Lakhan
- October 14, 2013 November 6, 2019
- 23:00
Acrimonious litigation
Several recent court cases suggest that the CRA is becoming much more aggressive and that the judicial system is stepping in to play a bigger…
- By: Patricia Chisholm
- October 14, 2013 November 6, 2019
- 23:00
Yearend tax tips for your clients
Be sure to make your clients aware of the key tax-saving opportunities available to them. Point out the attractive tax measures that are new this…
- By: Clare O’Hara
- October 14, 2013 November 6, 2019
- 23:00
Feds release rules ending 10/8s
With these life insurance-backed, tax-friendly investing structures no longer permitted, clients need help with next steps
- By: Megan Harman
- October 14, 2013 November 6, 2019
- 23:00
Most provinces limit tax increases
Three provinces - British Columbia, Quebec and Nova Scotia - raised personal income tax rates for high-income individuals, while New Brunswick raised personal income tax…
- By: Catherine Harris
- October 14, 2013 November 6, 2019
- 23:00
Higher taxes on estates likely
Income taxes on estates and other testamentary trusts are likely to rise, creating situations that many clients may not have expected. But tax planning opportunities…
- By: Rudy Mezzetta
- October 14, 2013 November 6, 2019
- 23:00
Feds focus on tax strategies
The federal government's most recent budget aims to eliminate the tax advantages of 10/8s and leveraged insurance contracts, as well as tax-efficient mutual funds that…
- By: Catherine Harris
- October 14, 2013 November 6, 2019
- 23:00
Expatriation: Breaking up can be hard
An increasing number of Americans living abroad, including those living in Canada, are choosing to give up their U.S. citizenship in order to escape the…
- By: Rudy Mezzetta
- October 14, 2013 November 6, 2019
- 23:00
Advocacy groups target retirement
In this year's pre-budget submissions by members of the financial services industry, much of the focus is on group RRSPs and saving for long-term health-care…
- By: Catherine Harris
- October 14, 2013 November 6, 2019
- 23:00
Income conversion gets more time
Fund unitholders will get more time to wind up special contracts that convert investment income to capital gains
- By: Jade Hemeon
- October 14, 2013 November 6, 2019
- 23:00