Retirement income planning for longevity risk
Kevin Wark explains the discussions you need to have with clients to protect them from longevity risk
- By: Kevin Wark
- November 12, 2017 November 9, 2019
- 18:30
Latest news in Special Reports
FSCO to revamp insurance advisors’ compliance exams
The regulator will begin sending out questionnaires to some advisors who are deemed to be higher risk to determine if they need a more in-depth…
- By: Megan Harman
- November 7, 2017 November 9, 2019
- 15:00
MFDA: Signature falsification still a problem
Infractions range from the use of blank forms signed in advance by the client to actively signing the client’s name
- By: Megan Harman
- November 7, 2017 November 9, 2019
- 12:03
IFB launches continuing education platform
IFB Academy gives financial professionals the opportunity to earn CE credits by taking online courses
- By: Megan Harman
- November 6, 2017 November 9, 2019
- 14:35
Life insurance tax changes: Winners, losers and what advisors need to know
Kevin Wark outlines the impact of recent tax changes to life insurance
- By: Kevin Wark
- November 6, 2017 November 9, 2019
- 06:00
Institutional investors warm up to responsible investing
There’s a clear trend globally toward greater awareness, interest and adoption of ESG analysis and responsible investing
- By: Leah Golob
- October 31, 2017 November 9, 2019
- 12:07
Benefits of life interest trusts for HNW clients
Kevin Wark explains how to use life interest trusts in planning for high net-worth clients
- By: Kevin Wark
- October 29, 2017 November 9, 2019
- 13:00
Discussing wills has many benefits
Clients who have a will report greater satisfaction with their advisors
- By: Rudy Mezzetta
- October 27, 2017 November 9, 2019
- 00:50
Taking responsibility
Petra Remy has been motivated by social responsibility since she was a teenager. Today, she's an investment advisor who specializes in responsible investing and financial…
- By: Leah Golob
- October 27, 2017 November 9, 2019
- 00:50
Key yearend tax planning tips
Jamie Golombek helps advisors get ready for yearend tax planning
- By: Jamie Golombek
- October 25, 2017 November 9, 2019
- 15:00
New technology will change advisors’ business model
George Hartman talks about the ways new technology will change financial advisors' business model profoundly
- By: Grant McIntyre
- October 24, 2017 November 9, 2019
- 12:02
Systemic risk factors next focus of RI
Although climate change is one of the largest systemic risk factors, less than half of the largest companies acknowledge it in their annual reports
- By: Leah Golob
- October 23, 2017 November 9, 2019
- 14:35
Navigating changes to testamentary trusts
Kevin Wark explains how to navigate the 2016 tax changes to testamentary trusts
- By: Kevin Wark
- October 20, 2017 November 9, 2019
- 12:35
Evolving corporate tax proposals make RRSPs a smart choice for business owners
Jamie Golombek explains that the federal government’s evolving proposals to change corporate tax structures highlight RRSPs and TFSAs as smart strategies for business owners
- By: Jamie Golombek
- October 19, 2017 November 9, 2019
- 09:30
How new technology will change referrals, prospecting and conversion
George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients
- By: Grant McIntyre
- October 18, 2017 November 9, 2019
- 11:50
Changes coming to passive investment rules?
Kevin Wark outlines how proposed federal tax changes to passive investments in private corporations would work
- By: Kevin Wark
- October 13, 2017 November 9, 2019
- 13:55
Gearing up for yearend
There are several measures you and your clients need to consider as the taxation year draws to a close, including taking advantage of certain measures…
- By: Jim Middlemiss
- October 13, 2017 November 9, 2019
- 12:01
U.S. tax reforms and your clients
Proposed tax changes in the U.S. - such as eliminating estate taxes and lower corporate taxes - could affect some of your wealthy clients, especially…
- By: Dwarka Lakhan
- October 13, 2017 November 9, 2019
- 00:50
Taking control of paperwork
The law requires that your clients store tax receipts and other documents for several years. A variety of digital options are available to make scanning,…
- By: Danny Bradbury
- October 13, 2017 November 9, 2019
- 00:50
Beware of pitfalls when selling homes
New rules for the principal residence capital gains exemption mean that keeping precise records of residence sales in a range of situations is critical for…
- By: Jim Middlemiss
- October 13, 2017 November 9, 2019
- 00:50
Audits on large TFSAs ramped up
Canada's tax agency is taking a closer look at accounts with significant balances - and is considering other factors - to determine whether accountholders should…
- By: Rudy Mezzetta
- October 13, 2017 November 9, 2019
- 00:50
Improvements looming at CRA
After Canada's auditor general calls for a more efficient process for tax objections, and following the CRA's survey of accountants and businesses, the agency insists…
- By: Dwarka Lakhan
- October 13, 2017 November 9, 2019
- 00:50
CRA may tighten key program
Taxpayers who come clean about taxes they have evaded can have penalties reduced under the voluntary disclosure program. The government wants to make the program…
- By: donalee Moulton
- October 13, 2017 November 9, 2019
- 00:50
Tax changes could affect insurance
The CRA's proposed amendments to the way corporations are taxed could have an impact on insurance sales and the use of insurance in corporate planning…
- By: Megan Harman
- October 13, 2017 November 9, 2019
- 00:50