Get the most from your video channel
Use it as a “calling card” and to appeal to various generations
- By: Brent Jolly
- May 31, 2013 November 16, 2019
- 11:11
Latest news in Special Reports
Tax planning post-Budget 2013: What’s left?
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, asserts that this year’s federal budget left many strategies still intact…
- By: Jamie Golombek
- May 30, 2013 January 21, 2018
- 13:40
Avoiding E&O claims
The most common claims relate to a lack of due diligence by the advisor
- By: Megan Harman
- May 30, 2013 May 30, 2013
- 12:10
Create your own channel
Catalogue your videos and make them more accessible
- By: Brent Jolly
- May 30, 2013 November 16, 2019
- 11:30
Protect against privacy breaches
Advisors could face steep costs resulting from the loss of sensitive client information
- By: Megan Harman
- May 29, 2013 May 29, 2013
- 12:00
Four ways to increase client loyalty
Most defections are preventable
- By: Brent Jolly
- May 29, 2013 October 30, 2019
- 11:31
Solving the five main fears of investors
Michael Banham, vice president, wealth distribution, Sun Life Global Investments, discusses Sun Life research that examines the five main fears investors hold — longevity, inflation,…
- By: Michael Banham
- May 29, 2013 December 15, 2017
- 08:40
Fixing a flawed a design
Professional body needed to uphold financial planning standards, says FPSC chief
- By: Fiona Collie
- May 29, 2013 May 29, 2013
- 08:10
Drawing retirement pay
Advisors can help clients understand what retirement income looks like
- By: Fiona Collie
- May 28, 2013 May 28, 2013
- 15:35
Fiduciary duty costly for dealers, advisors
The costs would sink many small dealers, and advisors would be more vulnerable to lawsuits, lawyer says
- By: Megan Harman
- May 28, 2013 May 28, 2013
- 13:45
Understanding defections
When a client jumps ship, it might not be your fault
- By: Brent Jolly
- May 28, 2013 October 30, 2019
- 11:30
Best opportunities for growth are outside Canada
The U.S. and Europe are heading into recovery
- By: Fiona Collie
- May 28, 2013 May 28, 2013
- 10:45
Looming wave of retirees needs help from advisors
Focus the retirement planning conversation on four keys areas
- By: Megan Harman
- May 28, 2013 May 28, 2013
- 07:00
Deposits protected during bank failures, says CDIC
Investors and creditors, not insured depositors, would bear the cost of a bank “bail-in” recapitalization plan
- By: Megan Harman
- May 27, 2013 May 27, 2013
- 16:15
Watch out for signs of money laundering
Four signals that a client may be involved in money laundering
- By: Fiona Collie
- May 27, 2013 May 27, 2013
- 16:05
PlanPlus announces Global Financial Planning Awards
Winners of the competition will receive a trip to FPA Experience in Orlando
- By: IE Staff
- May 27, 2013 May 27, 2013
- 15:30
2013 CIFPs conference preview
Keith Costello, president and CEO of the Canadian Institute of Financial Planners, gives a preview of issues to be discussed at this year’s conference including:…
- By: Keith Costello
- May 27, 2013 January 21, 2018
- 14:55
Look to U.S. financial stocks for growth
High quality names are trading at very attractive valuations
- By: Megan Harman
- May 27, 2013 May 27, 2013
- 12:40
CIFPs announces board members
Tony Mahabir re-elected as chairman of the board
- By: Fiona Collie
- May 27, 2013 May 27, 2013
- 11:45
Four reasons why clients leave
Knowing what turns them off can help you improve retention
- By: Brent Jolly
- May 27, 2013 October 30, 2019
- 11:20
CIFPs conference to kick start next week
Financial planning association will host its 11th national conference in Niagara Falls, Ont.
- By: Fiona Collie
- May 24, 2013 May 24, 2013
- 13:00
Become a video star
Your first challenge is to capture your audience’s attention
- By: Brent Jolly
- May 24, 2013 November 16, 2019
- 11:50
Four reasons why you should be using video
“Few advisors are taking advantage of the opportunity”
- By: Brent Jolly
- May 23, 2013 November 16, 2019
- 11:00
Protect business owners from too much debt
To help entrepreneurial clients shield their wealth, urge them to keep their personal and business finances separate
- By: Fiona Collie
- May 23, 2013 October 31, 2019
- 10:10
Dealing with debt in retirement
Help boomer clients ensure they have sufficient income to manage their debt in retirement
- By: Fiona Collie
- May 22, 2013 October 31, 2019
- 11:20