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Focus on Financial Planning

Keith Costello

Abstract bitcoin crypto currency blockchain technology on global world map illustration

Should cryptocurrencies be in a client’s portfolio?

Financial planners and financial advisors need to understand the benefits and drawbacks of this new digital asset class

  • June 17, 2018 June 17, 2018
  • 19:00

Market trends will have a greater influence than new regulatory standards

Financial planners and financial advisors need to understand the market trends affecting financial planning and the evolution of advice

  • April 23, 2018 April 20, 2018
  • 06:00

Cultural diversity is an opportunity

Financial planners and financial advisors who embrace a cultural diversity strategy will realize growth in their practices

  • February 23, 2018 March 21, 2018
  • 14:30

Investor behaviour biases are still paramount

Financial planners and financial advisors need to understand the behavioural finance categories that their clients fit into

  • January 8, 2018 January 25, 2018
  • 06:00
Ian Russell>
Industry Perspectives

Ian Russell

Downtown office buildings Toronto

Robust internal growth offers alternative to acquisitions

Adopting a strategy focused on technology would give a firm’s advisors greater potential to grow their businesses

  • June 14, 2018 June 14, 2018
  • 06:00

Investors have greater need for financial advice

Recent developments reveal that having a trusted financial advisor is critically important for those seeking wealth-management providers

  • April 19, 2018 April 19, 2018
  • 06:00

Technology offers significant opportunities

Electronic wealth-management platforms could improve the prospects of small and mid-sized investment dealers

  • February 14, 2018 March 21, 2018
  • 13:55

Renovating the rulebook must be a top priority for regulators

More attention needs to be paid to enhancing market efficiency by lowering costs and lightening the regulatory burden for registrants

  • December 14, 2017 January 21, 2018
  • 06:00
Ellen Bessner>
Advisor at Risk

Ellen Bessner

Open law book with a wooden judges gavel on table in a courtroom or law enforcement office isolated on white background

New enforcement powers have major implications for some advisors

Court enforcement means penalized advisors who have left the industry need a new approach

  • June 11, 2018 June 7, 2018
  • 06:00

How to reduce your business risk substantially

Advisors need to educate themselves about the laws and regulations and monitor themselves to ensure they’re compliant with these rules

  • May 14, 2018 May 7, 2018
  • 06:00

Regulators need improvement

Given the results of the 2018 Regulators’ Report Card, implementing a better approach may lead to a better outcome next year

  • April 16, 2018 April 18, 2018
  • 07:20

You acquired a book of business. What now?

Here are four steps to reduce the inherent risks when taking over another advisor’s business

  • March 15, 2018 March 21, 2018
  • 01:00
canadian and usa flags

IRA to RRSP transfers can be done — but be careful

The most important consideration in this process is whether a client can use his or her foreign tax credits against other income in the year…

  • June 4, 2018 June 4, 2018
  • 06:30

Foreign income tax tips and traps

Clients need to be aware of how the CRA’s treatment of income infrom foreign securities affects their investments

  • May 7, 2018 May 2, 2018
  • 06:00

Act now to avoid losing out on the small business deduction in 2019

It’s important to be aware that the new rule limiting access to the small business deduction for CCPCs in 2019 is based on 2018 income

  • April 9, 2018 April 2, 2018
  • 06:00

Making sense of the new passive income rules

Budget 2018 revealed the government’s new approach to passive income in a CCPC; let’s crunch some numbers

  • March 11, 2018 March 21, 2018
  • 10:33
Susan Silma>
Compliance CX

Susan Silma

senior couple sitting at table with financial advisor

Balancing compliance with the client experience

There are various steps advisors can take to ensure a positive client experience while still being compliant

  • May 31, 2018 June 19, 2018
  • 06:30