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Latest news in Building Your Business
Former executive shares ‘the wealthy life’ with clients
Over a 30-year career, Sybil Verch sees opportunities where others see obstacles
- By: Michelle Schriver
- November 11, 2024 November 8, 2024
- 00:10
From the farm to finances, portfolio manager cuts a path on her own terms
For a young Penny Stayropoulos, financial planning was a beacon amid crisis
- By: Jeff Buckstein
- September 13, 2024 September 12, 2024
- 00:08
Going the distance as a high-net-worth advisor
Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985
- By: Jeff Buckstein
- February 12, 2024 February 8, 2024
- 00:09
Calculate the capacity of your practice
Segmenting your clients by revenue rather than assets can provide valuable insights
- By: George Hartman
- February 12, 2024 February 8, 2024
- 00:07
Five cool tech gadgets for your office
Upgrading your technology can boost efficiency and improve your interactions with clients
- By: Danny Bradbury
- December 11, 2023 December 8, 2023
- 00:11
Should you build your own technology setup?
Freedom to choose your digital tools varies by firm, but independence has its risks and rewards
- By: Katie Keir
- December 11, 2023 December 8, 2023
- 00:09
Which wealth managers are using generative AI?
Banks, insurance firms and practice management software providers have launched generative AI tools for financial advisors and retail customers
- By: Jonathan Got
- December 11, 2023 December 8, 2023
- 00:08
Straight talk on financial planning software
Four advisors let us know what they love about their planning software, and how it could be improved.
- By: Maddie Johnson
- December 11, 2023 December 8, 2023
- 00:02
The art of RRIF withdrawals
Helping your clients decide how much to take out, and when, involves many variables
- By: Rudy Mezzetta
- November 13, 2023 November 13, 2023
- 00:14
Common pitfalls when bringing your U.S. retirement accounts to Canada
How to bring 401(k)s and IRAs north of the border
- By: Michael McKiernan
- November 13, 2023 November 24, 2023
- 00:12
May/December couples face planning challenges
Spouses with a significant gap between their ages need to examine pensions, taxes and estate planning strategies
- By: Kelsey Rolfe
- November 13, 2023 November 10, 2023
- 00:10
The new retirement is a long haul
Rising life expectancies make planning a challenge, but new tools and strategies can help your clients reach their goals
- By: Maddie Johnson
- November 13, 2023 November 10, 2023
- 00:08
What to do with a pension when changing jobs
When a client moves to a new employer, decisions about their employee pension plan can have a profound effect
- By: Michael McKiernan
- November 13, 2023 November 10, 2023
- 00:07
When clients refuse to call it quits
Working in retirement offers psychological and financial benefits for clients, but it also affects their financial plans
- By: Kelsey Rolfe
- November 13, 2023 November 27, 2023
- 00:06
There’s more to team building than assessing skills
A successful practice requires a diversity of personalities, work habits and individual styles. Use these tools to help create the right mix
- By: George Hartman
- November 13, 2023 November 13, 2023
- 00:03
Ontario advisor educates the educators
Financial literacy is important to Michail Tsirikos, who specializes in advising teachers and other educational workers
- By: Jeff Buckstein
- November 13, 2023 November 10, 2023
- 00:01
Ottawa advisor values independence
A passion for sports helped kick-start Ayana Forward’s business career. Today, she runs an independent fee-only practice
- By: Jeff Buckstein
- October 16, 2023 November 10, 2023
- 00:27
Ensure your successful practice is also a sustainable business
Creating an organization chart can help you identify ways to put your practice in growth mode
- By: George Hartman
- May 8, 2023 June 9, 2023
- 00:03
Estate planning goes digital
Online wills services aren’t for everyone, but they can serve a wide range of clients
- By: Susan Goldberg
- February 13, 2023 February 10, 2023
- 00:08
Crypto investors urged to look long-term
While digital assets may have lost their lustre in 2022, analysts remain confident in crypto’s underlying blockchain technology
- By: Michael McKiernan
- February 13, 2023 February 10, 2023
- 00:07
Lockdown workarounds live on in 2023
Pandemic necessity has led to extended tech solutions
- By: Greg Meckbach
- February 13, 2023 November 21, 2023
- 00:06
How to persuade your firm to embrace social media
A collaborative approach may help you convince management of the benefits of social media as a multi-faceted communication tool
- By: George Hartman
- February 13, 2023 February 10, 2023
- 00:05
Tech funds look for rebound after rough 2022
Even conservative strategies felt the pain last year
- By: Rudy Luukko
- February 13, 2023 February 10, 2023
- 00:04
What to do when your dealer decides to rebrand
Whether you agree with the change or not, you can leverage the transition to your advantage with the right approach
- By: George Hartman
- December 12, 2022 December 12, 2022
- 00:16