Fintech’s slow, deliberate growth
While digital technology lends itself well to financial planning, the financial services industry faces challenges in keeping up with the rapid pace of change
Latest news in Building Your Business
Ten essential practice technologies
Advisors who embrace technology experience deeper client relationships, greater efficiency and growing businesses. Here's a look at the top tools for a sound, tech-based practice
- By: George Hartman
- February 12, 2019 February 19, 2019
- 00:12
Tech Tips: Top tech mistakes
Careful planning will save time, money - and aggravation
- By: Danny Bradbury
- February 12, 2019 February 19, 2019
- 00:11
Locking out the bad guys
Viruses and other malicious software can pose a threat to your computer and mobile devices. Protecting your devices can be inexpensive and easy with these…
- By: Danny Bradbury
- February 12, 2019 February 19, 2019
- 00:10
Embracing innovation
A majority of wealth-management companies worldwide rate technology as difficult to master, but banks are committed to developing innovations that help advisors meet clients' needs
- By: Michelle Schriver
- February 12, 2019 February 19, 2019
- 00:09
Hazardous to your health?
Digital tools are lifesavers - except when they're not. Learn how to avoid injury when using your favourite devices
- By: Woodrow Pelley
- February 12, 2019 February 19, 2019
- 00:08
Headwinds approaching
The financial services industry faces many challenges this year, including slowing growth, rising interest rates and changes to the regulatory framework
- By: James Langton
- January 21, 2019 January 31, 2019
- 00:12
A disruptive force
The Ontario government, elected last June, has a policy of deregulation in general, but also is willing to interfere with policy-making directly
- By: James Langton
- January 21, 2019 February 15, 2019
- 00:11
Gradual shifts in the fund industry
As ETFs' explosive growth in AUM continues, expect more actively managed ETFs and lower fees. While mutual funds' massive AUM dominates - for now -…
- By: Dwarka Lakhan
- January 21, 2019 January 31, 2019
- 00:10
Consolidation on the horizon
Squeezed by rising operations costs, heavier compliance burdens, shifting client expectations and tougher competition, independent asset-management firms increasingly are open to fielding attractive offers of…
- By: Rudy Mezzetta
- January 21, 2019 January 31, 2019
- 00:09
Interest rates point to bleak outlook
A flat yield curve — or, worse, an inverted one — will make business for banks, life insurance companies and utilities more difficult. Either curvature…
- By: Andrew Allentuck
- January 21, 2019 February 5, 2019
- 00:08
Don’t expect major tax reform
Tax specialists anticipate narrowly targeted changes, as opposed to broad-based tax cuts, in the upcoming federal budget as the Liberals prepare for an election
- By: Rudy Mezzetta
- January 21, 2019 January 31, 2019
- 00:07
Will clients embrace alternatives?
New class of mutual funds gives investors access to defensive strategies such as short selling, leveraging and use of derivatives
- By: Michelle Schriver
- January 21, 2019 January 31, 2019
- 00:06
Financial planning’s persistent rise
As retiring baby boomers need help with their increasingly complex finances, planning becomes more critical
- By: Fiona Collie
- January 21, 2019 February 21, 2019
- 00:05
Embracing behavioural finance
Helping clients identify how emotion affects their decision-making process regarding investing will become even more important if stock markets or the economy take a turn…
- By: Mark Burgess
- January 21, 2019 January 31, 2019
- 00:04
Catching the RI wave
Although institutional investors have long embraced ESG factors, retail assets in RI-branded funds have tripled since 2015
- By: Katie Keir
- January 21, 2019 January 31, 2019
- 00:03
Special thanks
The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift…
- By: Donalee Moulton
- November 23, 2018 February 12, 2019
- 00:12
Surviving a moment of truth
How you and your team respond to complaints can determine whether clients feel that they're getting the attention they deserve. A 10-step checklist can ensure…
- By: Dan Richards
- November 23, 2018 January 31, 2019
- 00:11
The value of mentorship
Alim Dhanji worked with a mentor for 12 years before branching out on his own. Now, he runs a successful financial planning practice with a…
- By: Dwarka Lakhan
- November 23, 2018 January 31, 2019
- 00:10
Protecting your business
New book highlights the core issue that threatens client/advisor relationships
- By: George Hartman
- November 23, 2018 January 31, 2019
- 00:09
Just say “no” to holiday stress
Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced
- By: Woodrow Pelley
- November 23, 2018 February 12, 2019
- 00:08
Destination retirement
Many clients are choosing to retire to other countries - lured by a comfortable climate and scenic views or a desire to return to their…
- By: Fiona Collie
- November 9, 2018 January 31, 2019
- 00:18
Fulfilling the bucket list
Whether your client's idea of travel is an around-the-world cruise, an annual trek through Europe or an all-inclusive Caribbean resort, each type of trip has…
- By: Woodrow Pelley
- November 9, 2018 January 31, 2019
- 00:17
Who doesn’t need an RRSP?
For some clients - such as young people just beginning their careers and some business owners - other options may be preferable
- By: Fiona Collie
- November 9, 2018 January 31, 2019
- 00:16
Plan early for health-care expenses
The best time to discuss potential medical costs in retirement is when clients are in their 40s or 50s
- By: Dwarka Lakhan
- November 9, 2018 January 31, 2019
- 00:15