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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

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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

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Tech Tips: Top tech mistakes

Careful planning will save time, money - and aggravation

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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…

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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

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Hazardous to your health?

Digital tools are lifesavers - except when they're not. Learn how to avoid injury when using your favourite devices

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Headwinds approaching

The financial services industry faces many challenges this year, including slowing growth, rising interest rates and changes to the regulatory framework

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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

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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 -…

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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…

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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…

Canadian tax form Canada Revenue Agency

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

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Will clients embrace alternatives?

New class of mutual funds gives investors access to defensive strategies such as short selling, leveraging and use of derivatives

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Financial planning’s persistent rise

As retiring baby boomers need help with their increasingly complex finances, planning becomes more critical

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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…

Green growth curve

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
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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…

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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…

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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…

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Protecting your business

New book highlights the core issue that threatens client/advisor relationships

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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

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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…

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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…

RRSP piggybank

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

Health Insurance Assurnace computer laptop

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