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Piggy bank under umbrella

Why holding index funds within a life insurance policy can be tax-efficient

Permanent insurance also has a host of other tax benefits

  • June 11, 2024 June 6, 2024
  • 13:00

My secret weapon for better portfolio management

Primarily using ETFs has helped one advisor to make better investment decisions, but she attributes some success to a powerful non-financial practice

  • March 12, 2024 March 13, 2024
  • 13:00

Reasons to be cautious when investing in AI

Opinion: Artificial intelligence represents a huge opportunity but must be approached carefully

  • December 12, 2023 November 27, 2023
  • 13:00

Real estate investing vs. equities investing: which is better?

Opinion: The answer comes down to diversification and liquidity factors

  • August 17, 2023 August 17, 2023
  • 14:58
stock market down

Leverage pre-trade compliance to drive value

New regulations come with cost but also opportunity

  • June 10, 2024 June 10, 2024
  • 15:58

Will 2024 be the year of compliance technology?

Several factors, including regulatory enforcement and improved productivity, are driving a surge in adoption

  • April 15, 2024 April 15, 2024
  • 16:00

AI has arrived in wealth management

Opportunities and challenges must be weighed

  • November 15, 2023 November 15, 2023
  • 15:00

Leverage compliance tech to grow your business

Tech-assisted recommendations can improve client outcomes

  • September 25, 2023 September 25, 2023
  • 15:00
Ellen Bessner
Advisor at Risk

Ellen Bessner

Couple getting financial retirement advice from consultant at home

To protect yourself and clients, rethink trusted contacts

Why clients need to name different people as PoA and TCP

  • May 17, 2024 May 17, 2024
  • 14:25

Do your notes pass the sniff test?

Here are three steps to prove suitability

  • April 8, 2024 April 8, 2024
  • 15:35

A perfect storm lies ahead for advisors and dealers

Mitigate your risk amid potential enforcement delays, CFR audits

  • November 20, 2023 November 20, 2023
  • 15:00

Thinking of leaving your dealer? Here’s what to consider

Protect your business, reputation and clients by knowing your rights and obligations

  • July 19, 2023 July 19, 2023
  • 15:00
Tashia Batstone
Focus on Financial Planning

Tashia Batstone

Retirees

Title protection in Canada must put consumers first

Opinion: To provide clarity and protection to the public, the way forward requires transparency

  • April 25, 2024 April 25, 2024
  • 16:00

Empowering women as clients and as financial planning professionals

The profession plays a key role through meaningful advice, inclusivity

  • March 4, 2024 March 6, 2024
  • 15:00

In a digital landscape, financial planning relationships matter

Make the most of tech while building trust with clients

  • December 11, 2023 December 6, 2023
  • 15:00

How financial planners can ease financial vulnerability

World Financial Planning Day offers opportunity to consider the profession’s critical role

  • October 4, 2023 October 4, 2023
  • 08:32
Compliance CX

Susan Silma

advisor client meeting

Communication as the great differentiator

Use these tips to build an approach that engages clients and inspires referrals

  • April 24, 2024 April 24, 2024
  • 16:00

Annual statements: An unparalleled client engagement opportunity

It’s time to think differently about client communications and disclosure documents

  • February 7, 2024 February 7, 2024
  • 15:00

Your role in financial literacy

Ideas for advisors and firms to address the challenge

  • December 6, 2023 December 6, 2023
  • 15:00

Serving women clients: We’re not there yet

Six ideas to fill the service gap and grow your business

  • October 11, 2023 October 11, 2023
  • 15:00