Industry

Client Communications

The power of open-ended questions

April 20, 2016 Dwarka Lakhan

Penn West reaches $53-million settlement with aggrieved shareholders

April 20, 2016 James Langton
Practice Management

Is universal life right or wrong for your clients?

April 19, 2016 Jim Ruta
Is universal life right or wrong for your clients?
Special Reports

Nest Wealth readies launch of new tool for financial advisors

April 19, 2016 Tessie Sanci
Practice Management

Justify your fees to your clients

April 19, 2016 Dwarka Lakhan
IAP calls on regulators to eliminate embedded compensation
Financial Planning

Helping clients understand the costs associated with aging

April 18, 2016 Dwarka Lakhan
Debt management the biggest priority for Canadians: BMO poll

New name for Euro Pacific Canada

April 18, 2016 James Langton
Practice Management

A Q1 letter to clients: Three facts that point to recovery

April 18, 2016 Dan Richards
A Q1 letter to clients: Three facts that point to recovery

New legislation aims to help CRA combat tax evasion

April 15, 2016 James Langton
Practice Management

Robo-advisors: friend or foe?

April 15, 2016 Dwarka Lakhan
Mandeville, Smart Money introduce WealthPort service

PMAC asks feds to extend corporate-class deadline

April 14, 2016 IE Staff
Feds launch consultation on tax proposals
Financial Planning

Why you should discuss long-term care costs with clients

April 14, 2016 Dwarka Lakhan
Why you should discuss long-term care costs with clients