Regulators working to keep fees down
OSC, IIROC aiming to keep fee increases under control
- By: Megan Harman
- September 20, 2012 September 20, 2012
- 13:30
Latest news in Special Reports
Cross border taxpayers face increasingly complex rules
Many IRS measures specifically target foreign taxpayers meaning plenty of Americans in Canada will be impacted
- By: Megan Harman
- September 20, 2012 September 20, 2012
- 07:00
Customizing advice for newcomers
There is a huge range in the financial needs of recent immigrants. How to find the best ways to help
- By: Dwarka Lakhan
- September 19, 2012 October 30, 2019
- 23:00
Use caution when dealing with elderly clients
If the client’s memory begins to fail, advisors can end up in the middle of contentious family disputes
- By: Megan Harman
- September 19, 2012 September 19, 2012
- 11:10
Etherington: Finding success with philanthropy
In segment 3 of this series, Bruce Etherington, founder Bruce Etherington & Associates / Family Harmony & Philanthropy, explains how he reinvented his business to…
- By: Jim Ruta, Bruce Etherington
- September 19, 2012 October 30, 2019
- 05:00
Strategic plan delivers success for rookies
In part 1 of this 3-part series, Not for Rookies Only, George Hartman, CEO of Market Logics, discusses solutions for the most common errors rookie…
- By: George Hartman, Grant McIntyre
- September 18, 2012 October 30, 2019
- 06:00
Client risk tolerance rarely assessed accurately
Avoid these common mistakes in determining the risk profiles of your clients
- By: Megan Harman
- September 17, 2012 September 17, 2012
- 07:20
How to make clients look forward to quarterly meetings
In segment two, David Allard, portfolio manager at Bell Allard Wealth Management in Kelowna, B.C., describes five strategies to make clients look forward to their…
- By: Dan Richards, David Allard
- September 17, 2012 October 30, 2019
- 06:00
Equities critical for investment returns, despite volatility
Advisors must remind skittish clients there are also risks associated with seemingly safe vehicles
- By: Megan Harman
- September 14, 2012 September 14, 2012
- 11:20
IAFP launches mentorship program
Program aims to help planners achieve the RFP designation
- By: Megan Harman
- September 14, 2012 September 14, 2012
- 09:40
Planners urged to work with accountants
Planners can help identify strategies and tax-planning opportunities that might not otherwise be obvious
- By: Megan Harman
- September 14, 2012 September 14, 2012
- 09:20
Building loyalty with online clients
In segment two of this 12-part series, Chris Funnell, founder of TermCanada.com, explains how he builds client relationships without ever meeting clients in person. He…
- By: Jim Ruta, Chris Funnell
- September 12, 2012 October 30, 2019
- 05:30
Make your specialization stand out
Winning Strategies in 2012 with Dan Richards is back with all new real-life strategies that inspire success. In segment one this series, Clay Gillespie, managing…
- By: Dan Richards, Clay Gillespie
- September 10, 2012 October 30, 2019
- 10:20
Advisor runs a successful practice without ever meeting clients in person
In segment one of this 12-part series, Jim Ruta, performance consultant with the Expert Institute, speaks with Chris Funnell, founder of TermCanada.com. Funnell explains how…
- By: Jim Ruta, Chris Funnell
- September 7, 2012 October 30, 2019
- 10:00
New regulations for MGAs
- By: John Hamilton
- August 30, 2012 December 15, 2017
- 06:00
MGA consolidation looms amid heightened regulation
Growing compliance costs could push smaller players out of the market
- By: Olivia Glauberzon
- August 29, 2012 August 29, 2012
- 15:10
Insurers call for clarity on proposed MGA rules
Firms, associations respond to CCIR’s recommended changes to the independent distribution channel
- By: Olivia Glauberzon
- August 28, 2012 August 28, 2012
- 13:30
Insurance agent licensing to be harmonized
Review reveals that existing LLQP and AMF licensing programs are over 90% similar
- By: Olivia Glauberzon
- August 27, 2012 August 27, 2012
- 14:40
Laying out the welcome mat
Moving to a new country is stressful. Financial advisors can help smooth the transition
- By: Susan Yellin
- August 23, 2012 October 30, 2019
- 23:00
Focus on de-accumulation
Daryl Diamond specializes in creating tax-efficient strategies for clients in the disbursement phase of their lives
- By: Jade Hemeon
- August 23, 2012 November 6, 2019
- 23:00
Caskey: Three RESP scenarios
Cynthia Caskey, vice president, portfolio manager & sales manager, TD Waterhouse Private Investment Advice, outlines three different RESP scenarios that advisors can discuss with clients.…
- By: Cynthia Caskey
- July 18, 2012 October 31, 2019
- 10:00
Education savings plans 101
Cynthia Caskey, vice president, portfolio manager & sales manager, TD Waterhouse Private Investment Advice, explains how advisors can help clients save for their children’s education.…
- By: Cynthia Caskey
- July 16, 2012 October 31, 2019
- 10:00
Beyond RESPs: alternative education saving strategies
Help clients save for a child’s education with these four tax-efficient options
- By: Clare O’Hara
- July 13, 2012 October 31, 2019
- 06:00
What clients need to know about RESPs
Educate clients to help them maximize grants and choose the right plan
- By: Clare O’Hara
- July 12, 2012 October 31, 2019
- 06:00
Grappling with the growing cost of education
As tuition climbs, advisors should urge clients to start planning early on
- By: Clare O’Hara
- July 11, 2012 October 31, 2019
- 06:10